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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 | $220,124 | $87,060+152.8% | $105,591+108.5% | $80,911+172.1% |
| Participation rate | 49.3% | 70.4%-21.1pp | 75.3%-26.0pp | 67.6%-18.3pp |
| Annual return | 4.00% | 17.05%-13.0pp | 116.43%-112.4pp | 35.63%-31.6pp |
| Employer contribution / active EE | $1,056 | $2,396-55.9% | $3,166-66.7% | $2,756-61.7% |
| Participant deferral / active EE | $5,299 | $3,986+32.9% | $5,008+5.8% | $4,297+23.3% |
| Admin fee / account holder | $8,004 | $8,442-5.2% | $11,024-27.4% | $6,935+15.4% |