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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 | $162,931 | $78,423+107.8% | $95,964+69.8% | $79,856+104.0% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.8pp | 69.6%-6.3pp |
| Annual return | 10.00% | 19.37%-9.4pp | 91.64%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,234 | $1,945-36.6% | $2,541-51.4% | $2,471-50.1% |
| Participant deferral / active EE | $2,891 | $3,440-16.0% | $4,167-30.6% | $3,741-22.7% |
| Admin fee / account holder | $21,935 | $5,622+290.2% | $6,797+222.7% | $5,306+313.4% |