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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 | $106,864+65.5% | $147,318+20.0% | $82,637+114.0% |
| Participation rate | 36.7% | 75.5%-38.8pp | 82.1%-45.3pp | 68.1%-31.3pp |
| Annual return | 14.05% | 27.49%-13.4pp | 70.43%-56.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,271 | $3,417-33.5% | $4,593-50.5% | $2,552-11.0% |
| Participant deferral / active EE | $3,890 | $6,496-40.1% | $7,906-50.8% | $4,126-5.7% |
| Admin fee / account holder | $25,057 | $8,415+197.8% | $13,708+82.8% | $7,339+241.4% |