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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 | $126,661+38.1% | $113,397+54.3% | $138,895+26.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 4.82% | 25.05%-20.2pp | 23.20%-18.4pp | 145.39%-140.6pp |
| Employer contribution / active EE | $3,016 | $3,456-12.7% | $2,977+1.3% | $4,194-28.1% |
| Participant deferral / active EE | $4,263 | $5,693-25.1% | $5,076-16.0% | $6,396-33.4% |
| Admin fee / account holder | $5,099 | $14,549-65.0% | $11,957-57.4% | $12,562-59.4% |