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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 | $176,825 | $106,749+65.6% | $145,433+21.6% | $82,448+114.5% |
| Participation rate | 36.7% | 75.6%-38.9pp | 82.1%-45.4pp | 68.1%-31.3pp |
| Annual return | 14.05% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,271 | $3,444-34.1% | $4,554-50.1% | $2,551-11.0% |
| Participant deferral / active EE | $3,890 | $6,519-40.3% | $7,897-50.7% | $4,139-6.0% |
| Admin fee / account holder | $25,057 | $8,390+198.7% | $13,129+90.8% | $7,234+246.4% |