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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 | $234,361 | $115,931+102.2% | $185,441+26.4% | $86,983+169.4% |
| Participation rate | 66.7% | 73.6%-7.0pp | 80.3%-13.6pp | 69.5%-2.9pp |
| Annual return | 8.55% | 21.47%-12.9pp | 20.16%-11.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $2,095 | $2,937-28.7% | $4,672-55.2% | $2,584-19.0% |
| Participant deferral / active EE | $4,617 | $4,551+1.4% | $6,152-25.0% | $4,194+10.1% |
| Admin fee / account holder | $55,957 | $10,687+423.6% | $17,890+212.8% | $7,856+612.3% |