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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 | $240,371 | $86,922+176.5% | $102,438+134.6% | $80,874+197.2% |
| Participation rate | 44.3% | 72.4%-28.1pp | 76.5%-32.2pp | 67.6%-23.3pp |
| Annual return | 9.20% | 18.90%-9.7pp | 29.37%-20.2pp | 35.62%-26.4pp |
| Employer contribution / active EE | $4,869 | $2,369+105.5% | $3,024+61.0% | $2,756+76.7% |
| Participant deferral / active EE | $4,578 | $4,119+11.1% | $5,054-9.4% | $4,297+6.5% |
| Admin fee / account holder | $59,124 | $8,050+634.5% | $9,448+525.8% | $6,935+752.5% |