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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 | $146,708 | $63,809+129.9% | $81,353+80.3% | $80,935+81.3% |
| Participation rate | 59.3% | 63.9%-4.6pp | 69.5%-10.3pp | 67.7%-8.4pp |
| Annual return | 9.24% | 16.37%-7.1pp | 24.82%-15.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $1,218 | $1,981-38.5% | $2,464-50.6% | $2,757-55.8% |
| Participant deferral / active EE | $3,708 | $3,093+19.9% | $3,885-4.5% | $4,299-13.7% |
| Admin fee / account holder | $13,262 | $5,686+133.3% | $5,766+130.0% | $6,924+91.5% |