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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 | $238,882 | $101,795+134.7% | $165,100+44.7% | $80,959+195.1% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.7%-13.8pp |
| Annual return | 9.90% | 16.73%-6.8pp | 70.21%-60.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $2,856 | $2,954-3.3% | $4,348-34.3% | $2,757+3.6% |
| Participant deferral / active EE | $5,747 | $4,476+28.4% | $6,035-4.8% | $4,300+33.6% |
| Admin fee / account holder | $21,907 | $8,221+166.5% | $12,696+72.6% | $6,925+216.3% |