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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 | $161,778 | $71,230+127.1% | $93,727+72.6% | $80,959+99.8% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 8.77% | 11.26%-2.5pp | 133.83%-125.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $2,298 | $1,565+46.8% | $2,421-5.1% | $2,757-16.7% |
| Participant deferral / active EE | $4,180 | $4,037+3.5% | $4,417-5.4% | $4,300-2.8% |
| Admin fee / account holder | $9,712 | $6,961+39.5% | $8,292+17.1% | $6,925+40.2% |