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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 | $187,055 | $93,617+99.8% | $135,982+37.6% | $75,177+148.8% |
| Participation rate | 53.8% | 75.2%-21.4pp | 81.9%-28.1pp | 67.2%-13.4pp |
| Annual return | 15.16% | 30.89%-15.7pp | 68.32%-53.2pp | 160.75%-145.6pp |
| Employer contribution / active EE | $1,422 | $3,538-59.8% | $4,859-70.7% | $2,671-46.8% |
| Participant deferral / active EE | $6,706 | $6,406+4.7% | $7,760-13.6% | $4,126+62.5% |
| Admin fee / account holder | $16,858 | $6,980+141.5% | $10,767+56.6% | $5,651+198.3% |