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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 | $167,219 | $57,590+190.4% | $86,233+93.9% | $82,448+102.8% |
| Participation rate | 41.6% | 57.9%-16.3pp | 69.0%-27.4pp | 68.1%-26.5pp |
| Annual return | 10.09% | 22.41%-12.3pp | 61.39%-51.3pp | 41.64%-31.5pp |
| Employer contribution / active EE | $3,684 | $1,655+122.6% | $2,504+47.1% | $2,551+44.4% |
| Participant deferral / active EE | $3,712 | $3,080+20.5% | $4,559-18.6% | $4,139-10.3% |
| Admin fee / account holder | $53,171 | $4,730+1024.0% | $8,342+537.4% | $7,234+635.0% |