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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 | $177,270 | $97,550+81.7% | $120,344+47.3% | $87,485+102.6% |
| Participation rate | 59.5% | 72.8%-13.4pp | 76.7%-17.3pp | 68.9%-9.5pp |
| Annual return | 11.73% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.3pp |
| Employer contribution / active EE | $3,597 | $2,291+57.0% | $3,020+19.1% | $2,596+38.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $48,534 | $9,543+408.6% | $12,742+280.9% | $7,775+524.3% |