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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 | $193,396 | $86,949+122.4% | $102,460+88.8% | $80,959+138.9% |
| Participation rate | 56.4% | 72.4%-16.0pp | 76.5%-20.1pp | 67.7%-11.3pp |
| Annual return | 7.27% | 18.89%-11.6pp | 29.47%-22.2pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,107 | $2,370-53.3% | $3,025-63.4% | $2,757-59.8% |
| Participant deferral / active EE | $4,601 | $4,121+11.7% | $5,056-9.0% | $4,300+7.0% |
| Admin fee / account holder | $6,875 | $8,048-14.6% | $9,460-27.3% | $6,925-0.7% |