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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 | $174,966 | $124,425+40.6% | $112,040+56.2% | $137,256+27.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 4.82% | 24.72%-19.9pp | 24.52%-19.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $3,016 | $3,411-11.6% | $2,954+2.1% | $4,156-27.4% |
| Participant deferral / active EE | $4,263 | $5,718-25.5% | $5,098-16.4% | $6,407-33.5% |
| Admin fee / account holder | $5,099 | $15,207-66.5% | $12,098-57.9% | $12,270-58.4% |