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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 | $189,683 | $49,024+286.9% | $112,860+68.1% | $87,485+116.8% |
| Participation rate | 57.7% | 62.2%-4.5pp | 66.3%-8.6pp | 68.9%-11.2pp |
| Annual return | 12.00% | 43.86%-31.9pp | 35.26%-23.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,813 | $1,290+40.5% | $2,206-17.8% | $2,596-30.2% |
| Participant deferral / active EE | $2,919 | $2,209+32.2% | $3,493-16.4% | $4,274-31.7% |
| Admin fee / account holder | $7,551 | $6,266+20.5% | $6,841+10.4% | $7,775-2.9% |