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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 | $106,524+93.3% | $152,301+35.2% | $87,485+135.4% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.4%-35.3pp | 68.9%-21.8pp |
| Annual return | 14.03% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,251 | $3,371-62.9% | $4,624-72.9% | $2,596-51.8% |
| Participant deferral / active EE | $3,116 | $6,525-52.2% | $8,004-61.1% | $4,274-27.1% |
| Admin fee / account holder | $7,167 | $8,287-13.5% | $14,398-50.2% | $7,775-7.8% |