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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 | $149,446+12.6% | $256,809-34.5% | $94,015+79.1% |
| Participation rate | 65.9% | 85.3%-19.4pp | 88.5%-22.7pp | 70.8%-5.0pp |
| Annual return | 6.02% | 17.55%-11.5pp | 32.73%-26.7pp | 17.84%-11.8pp |
| Employer contribution / active EE | $7,225 | $4,596+57.2% | $7,263-0.5% | $2,790+159.0% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,180 | $24,035-82.6% | $25,146-83.4% | $8,951-53.3% |