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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 | $163,502 | $95,453+71.3% | $112,040+45.9% | $82,448+98.3% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 10.14% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,021 | $2,318-55.9% | $2,954-65.4% | $2,551-60.0% |
| Participant deferral / active EE | $3,288 | $4,224-22.2% | $5,098-35.5% | $4,139-20.6% |
| Admin fee / account holder | $1,634 | $9,013-81.9% | $12,098-86.5% | $7,234-77.4% |