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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 | $170,930 | $86,949+96.6% | $102,460+66.8% | $80,959+111.1% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.7%-4.0pp |
| Annual return | 8.90% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $731 | $2,370-69.2% | $3,025-75.8% | $2,757-73.5% |
| Participant deferral / active EE | $2,755 | $4,121-33.2% | $5,056-45.5% | $4,300-35.9% |
| Admin fee / account holder | $51,102 | $8,048+535.0% | $9,460+440.2% | $6,925+637.9% |