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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 | $201,701 | $57,073+253.4% | $85,126+136.9% | $80,925+149.2% |
| Participation rate | 32.3% | 56.4%-24.1pp | 67.5%-35.3pp | 67.7%-35.4pp |
| Annual return | 6.79% | 21.69%-14.9pp | 66.63%-59.8pp | 35.65%-28.9pp |
| Employer contribution / active EE | $1,038 | $1,801-42.4% | $2,731-62.0% | $2,756-62.3% |
| Participant deferral / active EE | $4,748 | $3,113+52.5% | $4,523+5.0% | $4,299+10.5% |
| Admin fee / account holder | $8,928 | $4,988+79.0% | $6,160+44.9% | $6,940+28.6% |