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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 | $161,024 | $57,057+182.2% | $85,009+89.4% | $80,874+99.1% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 8.80% | 21.66%-12.9pp | 66.47%-57.7pp | 35.62%-26.8pp |
| Employer contribution / active EE | $1,352 | $1,799-24.8% | $2,728-50.4% | $2,756-50.9% |
| Participant deferral / active EE | $3,418 | $3,112+9.8% | $4,522-24.4% | $4,297-20.5% |
| Admin fee / account holder | $2,328 | $4,986-53.3% | $6,153-62.2% | $6,935-66.4% |