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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 | $143,581 | $79,955+79.6% | $98,461+45.8% | $75,173+91.0% |
| Participation rate | 51.0% | 70.4%-19.4pp | 75.2%-24.2pp | 67.2%-16.2pp |
| Annual return | 5.26% | 19.75%-14.5pp | 21.17%-15.9pp | 160.72%-155.5pp |
| Employer contribution / active EE | $8,219 | $2,264+263.0% | $3,049+169.6% | $2,671+207.7% |
| Participant deferral / active EE | $3,260 | $3,752-13.1% | $4,738-31.2% | $4,126-21.0% |
| Admin fee / account holder | $23,574 | $6,841+244.6% | $8,961+163.1% | $5,651+317.2% |