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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 | $236,262 | $77,901+203.3% | $149,717+57.8% | $75,181+214.3% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 13.06% | 31.73%-18.7pp | 134.41%-121.3pp | 160.69%-147.6pp |
| Employer contribution / active EE | $3,081 | $3,137-1.8% | $4,820-36.1% | $2,671+15.4% |
| Participant deferral / active EE | $2,045 | $3,411-40.0% | $5,682-64.0% | $4,126-50.4% |
| Admin fee / account holder | $21,192 | $5,949+256.2% | $13,213+60.4% | $5,650+275.1% |