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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 | $231,289 | $93,598+147.1% | $135,974+70.1% | $75,173+207.7% |
| Participation rate | 60.9% | 75.2%-14.3pp | 81.9%-21.0pp | 67.2%-6.3pp |
| Annual return | 10.92% | 30.89%-20.0pp | 68.30%-57.4pp | 160.72%-149.8pp |
| Employer contribution / active EE | $1,098 | $3,538-69.0% | $4,859-77.4% | $2,671-58.9% |
| Participant deferral / active EE | $6,074 | $6,405-5.2% | $7,760-21.7% | $4,126+47.2% |
| Admin fee / account holder | $48,628 | $6,978+596.9% | $10,767+351.7% | $5,651+760.6% |