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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 | $168,882 | $86,940+94.3% | $102,434+64.9% | $80,935+108.7% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.7%-16.0pp |
| Annual return | 8.04% | 18.89%-10.9pp | 29.46%-21.4pp | 35.66%-27.6pp |
| Employer contribution / active EE | $2,902 | $2,370+22.5% | $3,023-4.0% | $2,757+5.3% |
| Participant deferral / active EE | $4,076 | $4,121-1.1% | $5,055-19.4% | $4,299-5.2% |
| Admin fee / account holder | $20,203 | $8,047+151.1% | $9,462+113.5% | $6,924+191.8% |