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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 | $201,024 | $81,446+146.8% | $103,374+94.5% | $80,874+148.6% |
| Participation rate | 47.2% | 66.9%-19.6pp | 74.5%-27.3pp | 67.6%-20.4pp |
| Annual return | 9.33% | 25.57%-16.2pp | 24.89%-15.6pp | 35.62%-26.3pp |
| Employer contribution / active EE | $2,025 | $3,107-34.8% | $3,869-47.7% | $2,756-26.5% |
| Participant deferral / active EE | $4,694 | $3,870+21.3% | $5,058-7.2% | $4,297+9.2% |
| Admin fee / account holder | $103,240 | $6,715+1437.5% | $8,394+1129.9% | $6,935+1388.6% |