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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 | $141,092 | $51,222+175.5% | $70,544+100.0% | $75,173+87.7% |
| Participation rate | 41.9% | 61.0%-19.0pp | 68.4%-26.4pp | 67.2%-25.3pp |
| Annual return | 10.23% | 30.06%-19.8pp | 32.79%-22.6pp | 160.72%-150.5pp |
| Employer contribution / active EE | $1,275 | $1,827-30.2% | $2,976-57.1% | $2,671-52.2% |
| Participant deferral / active EE | $3,847 | $2,850+35.0% | $4,568-15.8% | $4,126-6.8% |
| Admin fee / account holder | $14,077 | $4,096+243.7% | $6,427+119.0% | $5,651+149.1% |