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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 | $152,062 | $94,031+61.7% | $115,768+31.4% | $82,448+84.4% |
| Participation rate | 59.5% | 70.4%-10.9pp | 74.4%-14.9pp | 68.1%-8.5pp |
| Annual return | 11.73% | 20.61%-8.9pp | 100.46%-88.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,429 | $2,323-38.5% | $2,940-51.4% | $2,551-44.0% |
| Participant deferral / active EE | $2,346 | $3,972-40.9% | $4,917-52.3% | $4,139-43.3% |
| Admin fee / account holder | $35,541 | $10,249+246.8% | $12,439+185.7% | $7,234+391.3% |