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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 | $231,345 | $106,749+116.7% | $145,433+59.1% | $82,448+180.6% |
| Participation rate | 58.6% | 75.6%-17.0pp | 82.1%-23.5pp | 68.1%-9.4pp |
| Annual return | 13.42% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,015 | $3,444-41.5% | $4,554-55.8% | $2,551-21.0% |
| Participant deferral / active EE | $4,918 | $6,519-24.6% | $7,897-37.7% | $4,139+18.8% |
| Admin fee / account holder | $26,585 | $8,390+216.9% | $13,129+102.5% | $7,234+267.5% |