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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 | $197,425 | $94,031+110.0% | $115,768+70.5% | $82,448+139.5% |
| Participation rate | 25.9% | 70.4%-44.5pp | 74.4%-48.5pp | 68.1%-42.1pp |
| Annual return | 11.88% | 20.61%-8.7pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,101 | $2,323-52.6% | $2,940-62.6% | $2,551-56.8% |
| Participant deferral / active EE | $1,821 | $3,972-54.2% | $4,917-63.0% | $4,139-56.0% |
| Admin fee / account holder | $9,180 | $10,249-10.4% | $12,439-26.2% | $7,234+26.9% |