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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 | $106,524+65.7% | $152,301+15.9% | $87,485+101.7% |
| Participation rate | 53.2% | 75.8%-22.5pp | 82.4%-29.2pp | 68.9%-15.7pp |
| Annual return | 12.44% | 26.89%-14.5pp | 80.50%-68.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,747 | $3,371-48.2% | $4,624-62.2% | $2,596-32.7% |
| Participant deferral / active EE | $3,568 | $6,525-45.3% | $8,004-55.4% | $4,274-16.5% |
| Admin fee / account holder | $29,916 | $8,287+261.0% | $14,398+107.8% | $7,775+284.8% |