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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 | $185,156 | $106,749+73.4% | $145,433+27.3% | $82,448+124.6% |
| Participation rate | 61.1% | 75.6%-14.5pp | 82.1%-21.0pp | 68.1%-7.0pp |
| Annual return | 10.15% | 27.59%-17.4pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $7,443 | $3,444+116.1% | $4,554+63.4% | $2,551+191.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $31,772 | $8,390+278.7% | $13,129+142.0% | $7,234+339.2% |