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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 | $217,760 | $99,633+118.6% | $183,328+18.8% | $82,448+164.1% |
| Participation rate | 56.8% | 70.8%-13.9pp | 77.3%-20.5pp | 68.1%-11.2pp |
| Annual return | 10.36% | 17.84%-7.5pp | 29.67%-19.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,564 | $3,256-52.0% | $5,055-69.1% | $2,551-38.7% |
| Participant deferral / active EE | $2,135 | $4,938-56.8% | $6,795-68.6% | $4,139-48.4% |
| Admin fee / account holder | $7,837 | $9,934-21.1% | $21,427-63.4% | $7,234+8.3% |