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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 | $176,480 | $106,749+65.3% | $145,433+21.3% | $82,448+114.1% |
| Participation rate | 53.2% | 75.6%-22.4pp | 82.1%-28.9pp | 68.1%-14.8pp |
| Annual return | 12.44% | 27.59%-15.2pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,747 | $3,444-49.3% | $4,554-61.7% | $2,551-31.5% |
| Participant deferral / active EE | $3,568 | $6,519-45.3% | $7,897-54.8% | $4,139-13.8% |
| Admin fee / account holder | $29,916 | $8,390+256.6% | $13,129+127.9% | $7,234+313.5% |