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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 | $97,550+85.7% | $120,344+50.6% | $87,485+107.1% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.7%-22.2pp | 68.9%-14.4pp |
| Annual return | 7.68% | 18.41%-10.7pp | 20.30%-12.6pp | 26.06%-18.4pp |
| Employer contribution / active EE | $1,385 | $2,291-39.5% | $3,020-54.1% | $2,596-46.6% |
| Participant deferral / active EE | $2,049 | $4,230-51.6% | $5,135-60.1% | $4,274-52.1% |
| Admin fee / account holder | $1,901 | $9,543-80.1% | $12,742-85.1% | $7,775-75.6% |