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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 | $219,139 | $73,787+197.0% | $98,716+122.0% | $82,448+165.8% |
| Participation rate | 32.3% | 61.4%-29.1pp | 69.3%-37.0pp | 68.1%-35.8pp |
| Annual return | 11.58% | 18.57%-7.0pp | 31.81%-20.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $789 | $1,511-47.8% | $2,279-65.4% | $2,551-69.1% |
| Participant deferral / active EE | $3,157 | $3,081+2.4% | $4,048-22.0% | $4,139-23.7% |
| Admin fee / account holder | $5,563 | $6,500-14.4% | $8,703-36.1% | $7,234-23.1% |