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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 | $235,522 | $106,524+121.1% | $152,301+54.6% | $87,485+169.2% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.4%-25.0pp | 68.9%-11.5pp |
| Annual return | 13.97% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,935 | $3,371-42.6% | $4,624-58.2% | $2,596-25.5% |
| Participant deferral / active EE | $7,749 | $6,525+18.8% | $8,004-3.2% | $4,274+81.3% |
| Admin fee / account holder | $48,376 | $8,287+483.8% | $14,398+236.0% | $7,775+522.2% |