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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 | $178,606 | $81,476+119.2% | $102,383+74.4% | $80,925+120.7% |
| Participation rate | 52.9% | 66.8%-13.9pp | 74.5%-21.6pp | 67.7%-14.7pp |
| Annual return | 7.04% | 25.59%-18.6pp | 24.94%-17.9pp | 35.65%-28.6pp |
| Employer contribution / active EE | $1,991 | $3,105-35.9% | $3,870-48.6% | $2,756-27.8% |
| Participant deferral / active EE | $3,775 | $3,871-2.5% | $5,060-25.4% | $4,299-12.2% |
| Admin fee / account holder | $82,779 | $6,717+1132.3% | $8,391+886.5% | $6,940+1092.8% |