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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 | $146,788 | $88,042+66.7% | $138,135+6.3% | $79,856+83.8% |
| Participation rate | 54.3% | 71.4%-17.1pp | 78.7%-24.4pp | 69.6%-15.4pp |
| Annual return | 7.88% | 20.58%-12.7pp | 20.51%-12.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,649 | $3,103-14.6% | $5,587-52.6% | $2,471+7.2% |
| Participant deferral / active EE | $5,037 | $4,704+7.1% | $6,431-21.7% | $3,741+34.6% |
| Admin fee / account holder | $40,336 | $7,791+417.7% | $11,856+240.2% | $5,306+660.1% |