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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 | $242,959 | $70,486+244.7% | $100,528+141.7% | $79,852+204.3% |
| Participation rate | 52.1% | 73.6%-21.6pp | 79.4%-27.3pp | 69.6%-17.6pp |
| Annual return | 10.73% | 21.90%-11.2pp | 30.90%-20.2pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,340 | $2,165-38.1% | $3,419-60.8% | $2,471-45.8% |
| Participant deferral / active EE | $4,634 | $5,182-10.6% | $6,271-26.1% | $3,740+23.9% |
| Admin fee / account holder | $10,032 | $4,480+123.9% | $8,084+24.1% | $5,306+89.1% |