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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 | $97,550+67.6% | $120,344+35.9% | $87,485+86.9% |
| Participation rate | 63.0% | 72.8%-9.9pp | 76.7%-13.7pp | 68.9%-6.0pp |
| Annual return | 10.14% | 18.41%-8.3pp | 20.30%-10.2pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,021 | $2,291-55.4% | $3,020-66.2% | $2,596-60.7% |
| Participant deferral / active EE | $3,288 | $4,230-22.3% | $5,135-36.0% | $4,274-23.1% |
| Admin fee / account holder | $1,634 | $9,543-82.9% | $12,742-87.2% | $7,775-79.0% |