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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 | $171,351 | $97,648+75.5% | $121,663+40.8% | $87,485+95.9% |
| Participation rate | 43.1% | 70.5%-27.4pp | 74.5%-31.4pp | 68.9%-25.9pp |
| Annual return | 11.57% | 18.03%-6.5pp | 147.54%-136.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $725 | $2,300-68.5% | $3,020-76.0% | $2,596-72.1% |
| Participant deferral / active EE | $2,315 | $3,923-41.0% | $4,887-52.6% | $4,274-45.8% |
| Admin fee / account holder | $2,093 | $11,100-81.1% | $14,289-85.4% | $7,775-73.1% |