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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 | $174,422 | $93,345+86.9% | $119,126+46.4% | $87,485+99.4% |
| Participation rate | 56.1% | 68.7%-12.6pp | 75.8%-19.7pp | 68.9%-12.8pp |
| Annual return | 10.08% | 19.08%-9.0pp | 282.11%-272.0pp | 26.06%-16.0pp |
| Employer contribution / active EE | $3,181 | $3,172+0.3% | $4,034-21.1% | $2,596+22.5% |
| Participant deferral / active EE | $4,208 | $4,099+2.7% | $5,318-20.9% | $4,274-1.5% |
| Admin fee / account holder | $2,492 | $8,039-69.0% | $10,693-76.7% | $7,775-67.9% |