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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 | $214,092 | $108,825+96.7% | $156,181+37.1% | $82,448+159.7% |
| Participation rate | 57.1% | 72.4%-15.2pp | 78.8%-21.7pp | 68.1%-10.9pp |
| Annual return | 10.98% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $949 | $2,870-66.9% | $4,294-77.9% | $2,551-62.8% |
| Participant deferral / active EE | $3,562 | $4,577-22.2% | $6,132-41.9% | $4,139-13.9% |
| Admin fee / account holder | $42,508 | $9,341+355.1% | $14,586+191.4% | $7,234+487.6% |