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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 | $168,432 | $81,504+106.7% | $102,437+64.4% | $80,959+108.0% |
| Participation rate | 34.1% | 66.9%-32.7pp | 74.5%-40.4pp | 67.7%-33.5pp |
| Annual return | 9.44% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,143 | $3,104-63.2% | $3,871-70.5% | $2,757-58.5% |
| Participant deferral / active EE | $2,566 | $3,871-33.7% | $5,060-49.3% | $4,300-40.3% |
| Admin fee / account holder | $565 | $6,719-91.6% | $8,388-93.3% | $6,925-91.8% |