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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 | $185,046 | $81,457+127.2% | $103,378+79.0% | $80,911+128.7% |
| Participation rate | 52.8% | 66.8%-14.0pp | 74.5%-21.7pp | 67.6%-14.8pp |
| Annual return | 10.33% | 25.58%-15.2pp | 24.91%-14.6pp | 35.63%-25.3pp |
| Employer contribution / active EE | $2,694 | $3,107-13.3% | $3,870-30.4% | $2,756-2.3% |
| Participant deferral / active EE | $2,845 | $3,871-26.5% | $5,058-43.8% | $4,297-33.8% |
| Admin fee / account holder | $14,730 | $6,717+119.3% | $8,401+75.3% | $6,935+112.4% |