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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 | $161,441 | $100,194+61.1% | $122,979+31.3% | $86,983+85.6% |
| Participation rate | 63.3% | 73.0%-9.6pp | 77.2%-13.9pp | 69.5%-6.2pp |
| Annual return | 4.26% | 16.47%-12.2pp | 20.12%-15.9pp | 25.83%-21.6pp |
| Employer contribution / active EE | $1,690 | $2,326-27.3% | $3,062-44.8% | $2,584-34.6% |
| Participant deferral / active EE | $5,519 | $4,133+33.5% | $5,003+10.3% | $4,194+31.6% |
| Admin fee / account holder | $41,795 | $10,148+311.9% | $12,864+224.9% | $7,856+432.0% |