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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 | $146,582 | $97,550+50.3% | $120,344+21.8% | $87,485+67.6% |
| Participation rate | 51.7% | 72.8%-21.1pp | 76.7%-25.0pp | 68.9%-17.2pp |
| Annual return | 8.44% | 18.41%-10.0pp | 20.30%-11.9pp | 26.06%-17.6pp |
| Employer contribution / active EE | $1,962 | $2,291-14.3% | $3,020-35.0% | $2,596-24.4% |
| Participant deferral / active EE | $4,524 | $4,230+7.0% | $5,135-11.9% | $4,274+5.9% |
| Admin fee / account holder | $3,496 | $9,543-63.4% | $12,742-72.6% | $7,775-55.0% |