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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 | $181,022 | $101,798+77.8% | $165,071+9.7% | $80,935+123.7% |
| Participation rate | 69.4% | 71.8%-2.5pp | 78.6%-9.3pp | 67.7%+1.7pp |
| Annual return | 8.82% | 16.73%-7.9pp | 70.17%-61.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $2,749 | $2,954-7.0% | $4,347-36.8% | $2,757-0.3% |
| Participant deferral / active EE | $5,808 | $4,476+29.7% | $6,035-3.8% | $4,299+35.1% |
| Admin fee / account holder | $38,510 | $8,221+368.4% | $12,695+203.3% | $6,924+456.1% |