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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 | $95,404+71.4% | $113,397+44.2% | $82,637+97.9% |
| Participation rate | 63.0% | 72.8%-9.9pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 10.14% | 19.08%-8.9pp | 23.20%-13.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,021 | $2,307-55.7% | $2,977-65.7% | $2,552-60.0% |
| Participant deferral / active EE | $3,288 | $4,220-22.1% | $5,076-35.2% | $4,126-20.3% |
| Admin fee / account holder | $1,634 | $9,168-82.2% | $11,957-86.3% | $7,339-77.7% |