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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 | $74,535+141.2% | $100,712+78.5% | $82,637+117.5% |
| Participation rate | 45.5% | 61.2%-15.7pp | 69.3%-23.8pp | 68.1%-22.6pp |
| Annual return | 11.21% | 18.92%-7.7pp | 33.27%-22.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,399 | $1,503-6.9% | $2,313-39.5% | $2,552-45.2% |
| Participant deferral / active EE | $4,104 | $3,074+33.5% | $4,085+0.5% | $4,126-0.5% |
| Admin fee / account holder | $14,280 | $6,576+117.2% | $9,256+54.3% | $7,339+94.6% |