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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 | $178,559 | $116,167+53.7% | $64,489+176.9% | $137,256+30.1% |
| Participation rate | 40.0% | 68.2%-28.2pp | 67.7%-27.7pp | 80.0%-40.0pp |
| Annual return | 5.31% | 36.55%-31.2pp | 55.03%-49.7pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,956 | $2,483-21.2% | $1,523+28.4% | $4,156-52.9% |
| Participant deferral / active EE | $7,408 | $4,215+75.8% | $2,778+166.7% | $6,407+15.6% |
| Admin fee / account holder | $4,651 | $6,188-24.8% | $4,260+9.2% | $12,270-62.1% |