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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 | $195,228 | $124,425+56.9% | $112,040+74.2% | $137,256+42.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 9.25% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,183 | $3,411-65.3% | $2,954-59.9% | $4,156-71.5% |
| Participant deferral / active EE | $6,667 | $5,718+16.6% | $5,098+30.8% | $6,407+4.1% |
| Admin fee / account holder | $1,497 | $15,207-90.2% | $12,098-87.6% | $12,270-87.8% |