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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 | $169,660 | $57,541+194.9% | $95,759+77.2% | $75,177+125.7% |
| Participation rate | 60.6% | 62.5%-1.9pp | 72.3%-11.7pp | 67.2%-6.6pp |
| Annual return | 10.02% | 34.93%-24.9pp | 28.42%-18.4pp | 160.75%-150.7pp |
| Employer contribution / active EE | $1,847 | $1,808+2.2% | $2,836-34.9% | $2,671-30.8% |
| Participant deferral / active EE | $2,041 | $3,074-33.6% | $4,244-51.9% | $4,126-50.5% |
| Admin fee / account holder | $57,790 | $4,099+1310.0% | $5,678+917.7% | $5,651+922.6% |