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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 | $154,982 | $81,403+90.4% | $147,027+5.4% | $87,485+77.2% |
| Participation rate | 50.0% | 63.4%-13.4pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 10.77% | 16.51%-5.7pp | 20.23%-9.5pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,486 | $2,205-32.6% | $3,626-59.0% | $2,596-42.7% |
| Participant deferral / active EE | $3,708 | $3,315+11.8% | $4,933-24.8% | $4,274-13.2% |
| Admin fee / account holder | $22,959 | $6,755+239.9% | $12,223+87.8% | $7,775+195.3% |