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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 | $182,837 | $74,535+145.3% | $100,712+81.5% | $82,637+121.3% |
| Participation rate | 34.1% | 61.2%-27.0pp | 69.3%-35.1pp | 68.1%-33.9pp |
| Annual return | 9.11% | 18.92%-9.8pp | 33.27%-24.2pp | 53.51%-44.4pp |
| Employer contribution / active EE | $1,765 | $1,503+17.4% | $2,313-23.7% | $2,552-30.9% |
| Participant deferral / active EE | $2,040 | $3,074-33.6% | $4,085-50.1% | $4,126-50.6% |
| Admin fee / account holder | $7,154 | $6,576+8.8% | $9,256-22.7% | $7,339-2.5% |