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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 | $174,693 | $83,061+110.3% | $126,068+38.6% | $94,015+85.8% |
| Participation rate | 69.6% | 81.2%-11.5pp | 84.7%-15.1pp | 70.8%-1.2pp |
| Annual return | 10.58% | 20.41%-9.8pp | 15.01%-4.4pp | 17.84%-7.3pp |
| Employer contribution / active EE | $395 | $2,864-86.2% | $3,968-90.0% | $2,790-85.8% |
| Participant deferral / active EE | $4,290 | $7,042-39.1% | $8,214-47.8% | $4,249+0.9% |
| Admin fee / account holder | $30,479 | $7,208+322.8% | $18,264+66.9% | $8,951+240.5% |