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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 | $77,574+135.7% | $108,753+68.1% | $86,983+110.2% |
| Participation rate | 34.1% | 62.3%-28.1pp | 71.1%-36.9pp | 69.5%-35.4pp |
| Annual return | 9.11% | 18.42%-9.3pp | 37.47%-28.4pp | 25.83%-16.7pp |
| Employer contribution / active EE | $1,765 | $1,611+9.6% | $2,427-27.3% | $2,584-31.7% |
| Participant deferral / active EE | $2,040 | $3,128-34.8% | $4,115-50.4% | $4,194-51.4% |
| Admin fee / account holder | $7,154 | $6,529+9.6% | $10,320-30.7% | $7,856-8.9% |