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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 | $229,184 | $114,712+99.8% | $173,730+31.9% | $87,485+162.0% |
| Participation rate | 41.1% | 73.0%-31.9pp | 79.6%-38.5pp | 68.9%-27.9pp |
| Annual return | 9.45% | 20.18%-10.7pp | 19.96%-10.5pp | 26.06%-16.6pp |
| Employer contribution / active EE | $2,478 | $2,904-14.7% | $4,577-45.9% | $2,596-4.6% |
| Participant deferral / active EE | $5,181 | $4,642+11.6% | $6,326-18.1% | $4,274+21.2% |
| Admin fee / account holder | $78,473 | $10,210+668.6% | $17,523+347.8% | $7,775+909.3% |