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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 | $176,890 | $76,407+131.5% | $150,298+17.7% | $82,448+114.5% |
| Participation rate | 57.4% | 66.4%-9.0pp | 77.8%-20.3pp | 68.1%-10.6pp |
| Annual return | 10.41% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,906 | $2,614-27.1% | $4,154-54.1% | $2,551-25.3% |
| Participant deferral / active EE | $6,299 | $3,214+96.0% | $5,453+15.5% | $4,139+52.2% |
| Admin fee / account holder | $83,338 | $6,352+1212.0% | $14,116+490.4% | $7,234+1052.0% |