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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 | $205,964 | $106,749+92.9% | $145,433+41.6% | $82,448+149.8% |
| Participation rate | 47.2% | 75.6%-28.5pp | 82.1%-34.9pp | 68.1%-20.9pp |
| Annual return | 14.03% | 27.59%-13.6pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,251 | $3,444-63.7% | $4,554-72.5% | $2,551-51.0% |
| Participant deferral / active EE | $3,116 | $6,519-52.2% | $7,897-60.5% | $4,139-24.7% |
| Admin fee / account holder | $7,167 | $8,390-14.6% | $13,129-45.4% | $7,234-0.9% |