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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 | $179,712 | $71,197+152.4% | $93,669+91.9% | $80,925+122.1% |
| Participation rate | 47.7% | 60.4%-12.7pp | 68.7%-21.1pp | 67.7%-20.0pp |
| Annual return | 9.01% | 11.27%-2.3pp | 133.59%-124.6pp | 35.65%-26.6pp |
| Employer contribution / active EE | $1,807 | $1,565+15.5% | $2,424-25.5% | $2,756-34.5% |
| Participant deferral / active EE | $3,178 | $4,036-21.2% | $4,416-28.0% | $4,299-26.1% |
| Admin fee / account holder | $18,645 | $6,959+167.9% | $8,291+124.9% | $6,940+168.7% |