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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 | $186,258 | $106,749+74.5% | $145,433+28.1% | $82,448+125.9% |
| Participation rate | 45.1% | 75.6%-30.6pp | 82.1%-37.0pp | 68.1%-23.0pp |
| Annual return | 12.55% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,064 | $3,444-11.0% | $4,554-32.7% | $2,551+20.1% |
| Participant deferral / active EE | $6,058 | $6,519-7.1% | $7,897-23.3% | $4,139+46.4% |
| Admin fee / account holder | $67,711 | $8,390+707.0% | $13,129+415.7% | $7,234+836.0% |