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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 | $162,889 | $72,273+125.4% | $101,275+60.8% | $79,856+104.0% |
| Participation rate | 44.9% | 68.5%-23.6pp | 75.8%-30.9pp | 69.6%-24.7pp |
| Annual return | 5.48% | 22.30%-16.8pp | 46.48%-41.0pp | 31.71%-26.2pp |
| Employer contribution / active EE | $5,446 | $2,691+102.4% | $3,660+48.8% | $2,471+120.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $24,142 | $4,401+448.5% | $5,948+305.9% | $5,306+355.0% |