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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 | $184,870 | $89,259+107.1% | $107,187+72.5% | $82,637+123.7% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 10.61% | 21.02%-10.4pp | 204.55%-193.9pp | 53.51%-42.9pp |
| Employer contribution / active EE | $2,060 | $3,080-33.1% | $3,782-45.5% | $2,552-19.3% |
| Participant deferral / active EE | $5,012 | $4,037+24.1% | $5,096-1.6% | $4,126+21.5% |
| Admin fee / account holder | $14,007 | $7,381+89.8% | $9,162+52.9% | $7,339+90.9% |