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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 | $168,336 | $145,431+15.7% | $211,142-20.3% | $87,485+92.4% |
| Participation rate | 65.9% | 84.7%-18.9pp | 87.3%-21.4pp | 68.9%-3.1pp |
| Annual return | 6.02% | 27.21%-21.2pp | 46.84%-40.8pp | 26.06%-20.0pp |
| Employer contribution / active EE | $7,225 | $4,662+55.0% | $6,442+12.2% | $2,596+178.3% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,180 | $17,052-75.5% | $19,076-78.1% | $7,775-46.2% |