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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 | $81,504+119.1% | $102,437+74.4% | $80,959+120.6% |
| Participation rate | 52.9% | 66.9%-13.9pp | 74.5%-21.6pp | 67.7%-14.7pp |
| Annual return | 7.04% | 25.60%-18.6pp | 24.95%-17.9pp | 35.67%-28.6pp |
| Employer contribution / active EE | $1,991 | $3,104-35.9% | $3,871-48.6% | $2,757-27.8% |
| Participant deferral / active EE | $3,775 | $3,871-2.5% | $5,060-25.4% | $4,300-12.2% |
| Admin fee / account holder | $82,779 | $6,719+1131.9% | $8,388+886.9% | $6,925+1095.3% |