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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,369 | $108,882+115.3% | $96,754+142.2% | $154,746+51.5% |
| Participation rate | 37.5% | 75.1%-37.6pp | 70.3%-32.8pp | 80.7%-43.2pp |
| Annual return | 4.29% | 98.39%-94.1pp | 82.04%-77.7pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,582 | $3,018-47.6% | $2,679-41.0% | $4,379-63.9% |
| Participant deferral / active EE | $5,673 | $5,323+6.6% | $4,758+19.2% | $6,730-15.7% |
| Admin fee / account holder | $2,208 | $10,200-78.4% | $8,905-75.2% | $14,365-84.6% |