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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 | $106,524+57.4% | $152,301+10.1% | $87,485+91.7% |
| Participation rate | 35.7% | 75.8%-40.0pp | 82.4%-46.7pp | 68.9%-33.2pp |
| Annual return | 11.81% | 26.89%-15.1pp | 80.50%-68.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,134 | $3,371-36.7% | $4,624-53.8% | $2,596-17.8% |
| Participant deferral / active EE | $3,263 | $6,525-50.0% | $8,004-59.2% | $4,274-23.6% |
| Admin fee / account holder | $37,515 | $8,287+352.7% | $14,398+160.6% | $7,775+382.5% |