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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 | $173,664 | $75,541+129.9% | $152,093+14.2% | $82,637+110.2% |
| Participation rate | 50.9% | 66.5%-15.6pp | 77.8%-26.8pp | 68.1%-17.1pp |
| Annual return | 9.57% | 32.56%-23.0pp | 66.36%-56.8pp | 53.51%-43.9pp |
| Employer contribution / active EE | $3,774 | $2,622+43.9% | $4,175-9.6% | $2,552+47.9% |
| Participant deferral / active EE | $3,338 | $3,206+4.1% | $5,451-38.8% | $4,126-19.1% |
| Admin fee / account holder | $3,495 | $6,405-45.4% | $14,497-75.9% | $7,339-52.4% |