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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 | $86,949+176.5% | $102,460+134.6% | $80,959+196.9% |
| Participation rate | 44.3% | 72.4%-28.1pp | 76.5%-32.2pp | 67.7%-23.3pp |
| Annual return | 9.20% | 18.89%-9.7pp | 29.47%-20.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $4,869 | $2,370+105.5% | $3,025+61.0% | $2,757+76.6% |
| Participant deferral / active EE | $4,578 | $4,121+11.1% | $5,056-9.5% | $4,300+6.4% |
| Admin fee / account holder | $59,124 | $8,048+634.7% | $9,460+525.0% | $6,925+753.7% |