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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 | $205,126 | $84,953+141.5% | $163,379+25.6% | $82,637+148.2% |
| Participation rate | 46.7% | 65.9%-19.3pp | 76.8%-30.2pp | 68.1%-21.4pp |
| Annual return | 8.32% | 23.07%-14.8pp | 63.41%-55.1pp | 53.51%-45.2pp |
| Employer contribution / active EE | $1,633 | $2,183-25.2% | $3,752-56.5% | $2,552-36.0% |
| Participant deferral / active EE | $3,595 | $4,326-16.9% | $6,282-42.8% | $4,126-12.9% |
| Admin fee / account holder | $85,224 | $7,921+975.9% | $9,818+768.1% | $7,339+1061.3% |