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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 | $184,365 | $78,690+134.3% | $161,489+14.2% | $87,485+110.7% |
| Participation rate | 48.0% | 67.5%-19.5pp | 78.7%-30.7pp | 68.9%-20.9pp |
| Annual return | 12.26% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $2,578 | $2,588-0.4% | $4,268-39.6% | $2,596-0.7% |
| Participant deferral / active EE | $5,271 | $3,311+59.2% | $5,630-6.4% | $4,274+23.3% |
| Admin fee / account holder | $17,701 | $6,724+163.3% | $16,006+10.6% | $7,775+127.7% |