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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 | $73,787+143.6% | $98,716+82.1% | $82,448+118.0% |
| Participation rate | 45.5% | 61.4%-16.0pp | 69.3%-23.8pp | 68.1%-22.6pp |
| Annual return | 11.21% | 18.57%-7.4pp | 31.81%-20.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,399 | $1,511-7.4% | $2,279-38.6% | $2,551-45.2% |
| Participant deferral / active EE | $4,104 | $3,081+33.2% | $4,048+1.4% | $4,139-0.9% |
| Admin fee / account holder | $14,280 | $6,500+119.7% | $8,703+64.1% | $7,234+97.4% |