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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 | $123,478+86.6% | $216,567+6.4% | $94,015+145.0% |
| Participation rate | 46.7% | 75.1%-28.4pp | 81.6%-35.0pp | 70.8%-24.2pp |
| Annual return | 4.78% | 23.61%-18.8pp | 12.94%-8.2pp | 17.84%-13.1pp |
| Employer contribution / active EE | $1,672 | $3,136-46.7% | $5,216-67.9% | $2,790-40.1% |
| Participant deferral / active EE | $4,756 | $4,556+4.4% | $6,191-23.2% | $4,249+11.9% |
| Admin fee / account holder | $27,374 | $12,753+114.7% | $21,981+24.5% | $8,951+205.8% |