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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 | $179,300 | $73,988+142.3% | $96,538+85.7% | $75,177+138.5% |
| Participation rate | 59.4% | 66.4%-7.1pp | 74.3%-15.0pp | 67.2%-7.8pp |
| Annual return | 13.00% | 26.73%-13.7pp | 35.74%-22.7pp | 160.75%-147.7pp |
| Employer contribution / active EE | $1,830 | $2,930-37.5% | $3,740-51.1% | $2,671-31.5% |
| Participant deferral / active EE | $4,658 | $3,660+27.2% | $4,880-4.6% | $4,126+12.9% |
| Admin fee / account holder | $38,455 | $5,220+636.8% | $6,737+470.8% | $5,651+580.5% |