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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 | $140,712 | $58,627+140.0% | $76,735+83.4% | $82,448+70.7% |
| Participation rate | 46.9% | 63.2%-16.3pp | 69.5%-22.6pp | 68.1%-21.1pp |
| Annual return | 12.80% | 39.10%-26.3pp | 29.77%-17.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,151 | $1,729+24.4% | $2,454-12.4% | $2,551-15.7% |
| Participant deferral / active EE | $3,735 | $3,134+19.2% | $4,088-8.6% | $4,139-9.8% |
| Admin fee / account holder | $15,059 | $5,323+182.9% | $7,189+109.5% | $7,234+108.2% |