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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 | $181,366 | $72,273+150.9% | $101,275+79.1% | $79,856+127.1% |
| Participation rate | 69.1% | 68.5%+0.6pp | 75.8%-6.7pp | 69.6%-0.5pp |
| Annual return | 5.17% | 22.30%-17.1pp | 46.48%-41.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $3,825 | $2,691+42.1% | $3,660+4.5% | $2,471+54.8% |
| Participant deferral / active EE | $5,441 | $3,282+65.8% | $4,371+24.5% | $3,741+45.5% |
| Admin fee / account holder | $20,858 | $4,401+373.9% | $5,948+250.7% | $5,306+293.1% |