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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 | $162,475 | $76,407+112.6% | $150,298+8.1% | $82,448+97.1% |
| Participation rate | 59.5% | 66.4%-6.9pp | 77.8%-18.3pp | 68.1%-8.6pp |
| Annual return | 10.67% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,133 | $2,614-56.7% | $4,154-72.7% | $2,551-55.6% |
| Participant deferral / active EE | $4,392 | $3,214+36.7% | $5,453-19.4% | $4,139+6.1% |
| Admin fee / account holder | $2,647 | $6,352-58.3% | $14,116-81.2% | $7,234-63.4% |