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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 | $114,712+100.8% | $173,730+32.6% | $87,485+163.3% |
| Participation rate | 46.7% | 73.0%-26.3pp | 79.6%-32.9pp | 68.9%-22.3pp |
| Annual return | 4.78% | 20.18%-15.4pp | 19.96%-15.2pp | 26.06%-21.3pp |
| Employer contribution / active EE | $1,672 | $2,904-42.4% | $4,577-63.5% | $2,596-35.6% |
| Participant deferral / active EE | $4,756 | $4,642+2.5% | $6,326-24.8% | $4,274+11.3% |
| Admin fee / account holder | $27,374 | $10,210+168.1% | $17,523+56.2% | $7,775+252.1% |