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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 | $170,119 | $110,137+54.5% | $161,149+5.6% | $82,637+105.9% |
| Participation rate | 69.2% | 72.4%-3.1pp | 78.8%-9.6pp | 68.1%+1.2pp |
| Annual return | 11.31% | 20.69%-9.4pp | 21.16%-9.8pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,229 | $2,856-57.0% | $4,360-71.8% | $2,552-51.9% |
| Participant deferral / active EE | $2,631 | $4,575-42.5% | $6,153-57.2% | $4,126-36.2% |
| Admin fee / account holder | $59,568 | $9,467+529.2% | $15,194+292.0% | $7,339+711.7% |