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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 | $172,139 | $59,804+187.8% | $81,982+110.0% | $79,856+115.6% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.3%-11.4pp | 69.6%-11.7pp |
| Annual return | 7.42% | 17.56%-10.1pp | 41.31%-33.9pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,502 | $1,713-12.3% | $2,498-39.9% | $2,471-39.2% |
| Participant deferral / active EE | $7,219 | $2,695+167.8% | $3,722+93.9% | $3,741+93.0% |
| Admin fee / account holder | $91,002 | $4,288+2022.2% | $5,665+1506.4% | $5,306+1614.9% |