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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 | $136,860+27.8% | $120,344+45.4% | $154,746+13.1% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 4.82% | 21.38%-16.6pp | 20.30%-15.5pp | 172.34%-167.5pp |
| Employer contribution / active EE | $3,016 | $3,533-14.6% | $3,020-0.1% | $4,379-31.1% |
| Participant deferral / active EE | $4,263 | $5,793-26.4% | $5,135-17.0% | $6,730-36.7% |
| Admin fee / account holder | $5,099 | $15,393-66.9% | $12,742-60.0% | $14,365-64.5% |