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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 | $181,193 | $95,453+89.8% | $112,040+61.7% | $82,448+119.8% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.5%-21.9pp | 68.1%-13.5pp |
| Annual return | 7.68% | 23.92%-16.2pp | 24.52%-16.8pp | 41.64%-34.0pp |
| Employer contribution / active EE | $1,385 | $2,318-40.2% | $2,954-53.1% | $2,551-45.7% |
| Participant deferral / active EE | $2,049 | $4,224-51.5% | $5,098-59.8% | $4,139-50.5% |
| Admin fee / account holder | $1,901 | $9,013-78.9% | $12,098-84.3% | $7,234-73.7% |