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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 | $180,436 | $112,729+60.1% | $98,716+82.8% | $137,256+31.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 6.58% | 38.48%-31.9pp | 31.81%-25.2pp | 220.34%-213.8pp |
| Employer contribution / active EE | $5,382 | $2,725+97.5% | $2,279+136.2% | $4,156+29.5% |
| Participant deferral / active EE | $8,563 | $4,640+84.5% | $4,048+111.5% | $6,407+33.6% |
| Admin fee / account holder | $1,747 | $10,129-82.8% | $8,703-79.9% | $12,270-85.8% |