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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 | $176,337 | $45,043+291.5% | $63,005+179.9% | $70,124+151.5% |
| Participation rate | 47.4% | 69.5%-22.1pp | 74.8%-27.4pp | 69.5%-22.1pp |
| Annual return | 7.90% | 18.76%-10.9pp | 87.59%-79.7pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,565 | $2,052-23.7% | $2,760-43.3% | $2,342-33.2% |
| Participant deferral / active EE | $3,722 | $2,466+51.0% | $3,329+11.8% | $3,332+11.7% |
| Admin fee / account holder | $9,555 | $2,833+237.3% | $3,599+165.5% | $4,645+105.7% |