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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 | $192,896 | $59,440+224.5% | $78,004+147.3% | $82,637+133.4% |
| Participation rate | 53.4% | 62.8%-9.4pp | 69.4%-16.0pp | 68.1%-14.6pp |
| Annual return | 11.82% | 40.24%-28.4pp | 31.07%-19.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,815 | $1,750+3.7% | $2,469-26.5% | $2,552-28.9% |
| Participant deferral / active EE | $3,472 | $3,138+10.6% | $4,092-15.1% | $4,126-15.9% |
| Admin fee / account holder | $4,199 | $5,504-23.7% | $7,578-44.6% | $7,339-42.8% |