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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 | $74,535+194.0% | $100,712+117.6% | $82,637+165.2% |
| Participation rate | 32.3% | 61.2%-28.9pp | 69.3%-37.0pp | 68.1%-35.8pp |
| Annual return | 11.58% | 18.92%-7.3pp | 33.27%-21.7pp | 53.51%-41.9pp |
| Employer contribution / active EE | $789 | $1,503-47.5% | $2,313-65.9% | $2,552-69.1% |
| Participant deferral / active EE | $3,157 | $3,074+2.7% | $4,085-22.7% | $4,126-23.5% |
| Admin fee / account holder | $5,563 | $6,576-15.4% | $9,256-39.9% | $7,339-24.2% |