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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 | $76,407+141.3% | $150,298+22.7% | $82,448+123.6% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 12.26% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,578 | $2,614-1.4% | $4,154-37.9% | $2,551+1.1% |
| Participant deferral / active EE | $5,271 | $3,214+64.0% | $5,453-3.3% | $4,139+27.3% |
| Admin fee / account holder | $17,701 | $6,352+178.7% | $14,116+25.4% | $7,234+144.7% |