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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 | $149,442 | $101,795+46.8% | $165,100-9.5% | $80,959+84.6% |
| Participation rate | 57.9% | 71.8%-13.9pp | 78.6%-20.7pp | 67.7%-9.8pp |
| Annual return | 9.90% | 16.73%-6.8pp | 70.21%-60.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $2,653 | $2,954-10.2% | $4,348-39.0% | $2,757-3.8% |
| Participant deferral / active EE | $3,743 | $4,476-16.4% | $6,035-38.0% | $4,300-12.9% |
| Admin fee / account holder | $47,293 | $8,221+475.3% | $12,696+272.5% | $6,925+582.9% |