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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 | $177,836 | $88,672+100.6% | $105,223+69.0% | $82,448+115.7% |
| Participation rate | 55.3% | 67.9%-12.6pp | 75.0%-19.7pp | 68.1%-12.7pp |
| Annual return | 12.77% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,547 | $3,048-16.4% | $3,689-30.9% | $2,551-0.1% |
| Participant deferral / active EE | $5,852 | $4,036+45.0% | $5,072+15.4% | $4,139+41.4% |
| Admin fee / account holder | $21,017 | $7,146+194.1% | $8,859+137.3% | $7,234+190.5% |