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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 | $75,541+115.1% | $152,093+6.8% | $82,637+96.6% |
| Participation rate | 59.5% | 66.5%-7.1pp | 77.8%-18.3pp | 68.1%-8.6pp |
| Annual return | 10.67% | 32.56%-21.9pp | 66.36%-55.7pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,133 | $2,622-56.8% | $4,175-72.9% | $2,552-55.6% |
| Participant deferral / active EE | $4,392 | $3,206+37.0% | $5,451-19.4% | $4,126+6.5% |
| Admin fee / account holder | $2,647 | $6,405-58.7% | $14,497-81.7% | $7,339-63.9% |