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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 | $57,061+219.2% | $85,063+114.1% | $80,911+125.1% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 9.19% | 21.66%-12.5pp | 66.54%-57.3pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,555 | $1,799-13.6% | $2,727-43.0% | $2,756-43.6% |
| Participant deferral / active EE | $5,351 | $3,110+72.0% | $4,523+18.3% | $4,297+24.5% |
| Admin fee / account holder | $2,379 | $4,986-52.3% | $6,155-61.4% | $6,935-65.7% |