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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 | $178,489 | $66,275+169.3% | $163,379+9.2% | $64,097+178.5% |
| Participation rate | 41.6% | 54.1%-12.5pp | 76.8%-35.2pp | 55.2%-13.6pp |
| Annual return | 13.99% | 32.72%-18.7pp | 63.41%-49.4pp | 34.64%-20.6pp |
| Employer contribution / active EE | $468 | $1,521-69.3% | $3,752-87.5% | $1,891-75.3% |
| Participant deferral / active EE | $2,732 | $3,126-12.6% | $6,282-56.5% | $3,080-11.3% |
| Admin fee / account holder | $2,148 | $4,569-53.0% | $9,818-78.1% | $3,454-37.8% |