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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 | $181,496 | $108,825+66.8% | $156,181+16.2% | $82,448+120.1% |
| Participation rate | 58.6% | 72.4%-13.7pp | 78.8%-20.2pp | 68.1%-9.4pp |
| Annual return | 10.62% | 20.59%-10.0pp | 64.87%-54.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,993 | $2,870-30.6% | $4,294-53.6% | $2,551-21.9% |
| Participant deferral / active EE | $5,116 | $4,577+11.8% | $6,132-16.6% | $4,139+23.6% |
| Admin fee / account holder | $27,735 | $9,341+196.9% | $14,586+90.1% | $7,234+283.4% |