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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 | $231,541 | $77,908+197.2% | $149,696+54.7% | $75,173+208.0% |
| Participation rate | 35.3% | 65.6%-30.3pp | 78.8%-43.5pp | 67.2%-31.9pp |
| Annual return | 10.19% | 31.73%-21.5pp | 134.46%-124.3pp | 160.72%-150.5pp |
| Employer contribution / active EE | $2,681 | $3,138-14.6% | $4,821-44.4% | $2,671+0.4% |
| Participant deferral / active EE | $5,071 | $3,411+48.7% | $5,682-10.8% | $4,126+22.9% |
| Admin fee / account holder | $41,953 | $5,950+605.1% | $13,212+217.5% | $5,651+642.5% |