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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 | $149,503 | $58,627+155.0% | $76,735+94.8% | $82,448+81.3% |
| Participation rate | 50.9% | 63.2%-12.3pp | 69.5%-18.6pp | 68.1%-17.1pp |
| Annual return | 9.25% | 39.10%-29.8pp | 29.77%-20.5pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,093 | $1,729+21.1% | $2,454-14.7% | $2,551-17.9% |
| Participant deferral / active EE | $4,195 | $3,134+33.9% | $4,088+2.6% | $4,139+1.3% |
| Admin fee / account holder | $18,246 | $5,323+242.8% | $7,189+153.8% | $7,234+152.2% |