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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 | $182,137 | $57,119+218.9% | $85,187+113.8% | $80,935+125.0% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 9.19% | 21.70%-12.5pp | 66.67%-57.5pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,555 | $1,802-13.7% | $2,732-43.1% | $2,757-43.6% |
| Participant deferral / active EE | $5,351 | $3,115+71.8% | $4,525+18.3% | $4,299+24.5% |
| Admin fee / account holder | $2,379 | $4,990-52.3% | $6,162-61.4% | $6,924-65.6% |