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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 | $182,964 | $67,894+169.5% | $89,340+104.8% | $82,448+121.9% |
| Participation rate | 44.3% | 64.0%-19.8pp | 69.6%-25.3pp | 68.1%-23.8pp |
| Annual return | 12.49% | 19.21%-6.7pp | 20.57%-8.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,528 | $1,828-16.4% | $2,231-31.5% | $2,551-40.1% |
| Participant deferral / active EE | $3,025 | $3,072-1.5% | $3,823-20.9% | $4,139-26.9% |
| Admin fee / account holder | $6,077 | $5,723+6.2% | $6,704-9.3% | $7,234-16.0% |