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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 | $165,011 | $86,938+89.8% | $102,423+61.1% | $80,925+103.9% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.6pp | 67.7%-14.7pp |
| Annual return | 9.52% | 18.89%-9.4pp | 29.42%-19.9pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,077 | $2,369-54.5% | $3,023-64.4% | $2,756-60.9% |
| Participant deferral / active EE | $1,851 | $4,120-55.1% | $5,054-63.4% | $4,299-56.9% |
| Admin fee / account holder | $1,863 | $8,053-76.9% | $9,455-80.3% | $6,940-73.2% |