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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 | $230,374 | $108,825+111.7% | $156,181+47.5% | $82,448+179.4% |
| Participation rate | 46.7% | 72.4%-25.7pp | 78.8%-32.2pp | 68.1%-21.4pp |
| Annual return | 4.78% | 20.59%-15.8pp | 64.87%-60.1pp | 41.64%-36.9pp |
| Employer contribution / active EE | $1,672 | $2,870-41.7% | $4,294-61.1% | $2,551-34.5% |
| Participant deferral / active EE | $4,756 | $4,577+3.9% | $6,132-22.4% | $4,139+14.9% |
| Admin fee / account holder | $27,374 | $9,341+193.1% | $14,586+87.7% | $7,234+278.4% |