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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 | $114,712+58.2% | $173,730+4.5% | $87,485+107.5% |
| Participation rate | 58.6% | 73.0%-14.4pp | 79.6%-21.0pp | 68.9%-10.3pp |
| Annual return | 10.62% | 20.18%-9.6pp | 19.96%-9.3pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,993 | $2,904-31.4% | $4,577-56.5% | $2,596-23.2% |
| Participant deferral / active EE | $5,116 | $4,642+10.2% | $6,326-19.1% | $4,274+19.7% |
| Admin fee / account holder | $27,735 | $10,210+171.7% | $17,523+58.3% | $7,775+256.7% |