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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 | $208,398 | $63,845+226.4% | $81,370+156.1% | $80,959+157.4% |
| Participation rate | 55.2% | 63.9%-8.7pp | 69.5%-14.4pp | 67.7%-12.5pp |
| Annual return | 7.06% | 16.37%-9.3pp | 24.85%-17.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $980 | $1,980-50.5% | $2,464-60.2% | $2,757-64.5% |
| Participant deferral / active EE | $2,043 | $3,093-34.0% | $3,885-47.4% | $4,300-52.5% |
| Admin fee / account holder | $1,831 | $5,688-67.8% | $5,749-68.2% | $6,925-73.6% |