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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 | $167,710 | $106,749+57.1% | $145,433+15.3% | $82,448+103.4% |
| Participation rate | 35.7% | 75.6%-39.9pp | 82.1%-46.4pp | 68.1%-32.4pp |
| Annual return | 11.81% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,134 | $3,444-38.0% | $4,554-53.1% | $2,551-16.3% |
| Participant deferral / active EE | $3,263 | $6,519-49.9% | $7,897-58.7% | $4,139-21.2% |
| Admin fee / account holder | $37,515 | $8,390+347.1% | $13,129+185.7% | $7,234+418.6% |