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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 | $176,561 | $72,273+144.3% | $101,275+74.3% | $79,856+121.1% |
| Participation rate | 34.2% | 68.5%-34.2pp | 75.8%-41.6pp | 69.6%-35.4pp |
| Annual return | 10.07% | 22.30%-12.2pp | 46.48%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,725 | $2,691-35.9% | $3,660-52.9% | $2,471-30.2% |
| Participant deferral / active EE | $4,345 | $3,282+32.4% | $4,371-0.6% | $3,741+16.2% |
| Admin fee / account holder | $3,592 | $4,401-18.4% | $5,948-39.6% | $5,306-32.3% |