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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 | $177,573 | $93,055+90.8% | $153,741+15.5% | $80,959+119.3% |
| Participation rate | 44.0% | 69.0%-25.0pp | 77.1%-33.1pp | 67.7%-23.7pp |
| Annual return | 10.33% | 19.97%-9.6pp | 15.71%-5.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,131 | $3,504-39.2% | $5,042-57.7% | $2,757-22.7% |
| Participant deferral / active EE | $3,346 | $5,172-35.3% | $6,757-50.5% | $4,300-22.2% |
| Admin fee / account holder | $50,541 | $8,881+469.1% | $12,749+296.4% | $6,925+629.8% |