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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 | $174,868 | $136,860+27.8% | $120,344+45.3% | $154,746+13.0% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 4.66% | 21.38%-16.7pp | 20.30%-15.6pp | 172.34%-167.7pp |
| Employer contribution / active EE | $2,012 | $3,533-43.0% | $3,020-33.4% | $4,379-54.0% |
| Participant deferral / active EE | $3,953 | $5,793-31.8% | $5,135-23.0% | $6,730-41.3% |
| Admin fee / account holder | $30,967 | $15,393+101.2% | $12,742+143.0% | $14,365+115.6% |