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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 | $179,749 | $76,834+133.9% | $108,359+65.9% | $87,485+105.5% |
| Participation rate | 45.5% | 61.7%-16.3pp | 70.1%-24.7pp | 68.9%-23.5pp |
| Annual return | 11.21% | 19.09%-7.9pp | 36.89%-25.7pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,399 | $1,556-10.1% | $2,399-41.7% | $2,596-46.1% |
| Participant deferral / active EE | $4,104 | $3,100+32.4% | $4,137-0.8% | $4,274-4.0% |
| Admin fee / account holder | $14,280 | $6,537+118.5% | $9,741+46.6% | $7,775+83.7% |