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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 | $116,062 | $46,534+149.4% | $64,097+81.1% | $75,177+54.4% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.1pp |
| Annual return | 11.07% | 26.07%-15.0pp | 33.75%-22.7pp | 160.75%-149.7pp |
| Employer contribution / active EE | $3,030 | $1,976+53.4% | $2,750+10.2% | $2,671+13.5% |
| Participant deferral / active EE | $2,734 | $2,835-3.5% | $3,881-29.6% | $4,126-33.7% |
| Admin fee / account holder | $18,358 | $2,957+520.9% | $3,070+498.0% | $5,651+224.8% |