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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 | $149,310 | $67,602+120.9% | $82,312+81.4% | $70,126+112.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 7.14% | 21.57%-14.4pp | 25.88%-18.7pp | 73.15%-66.0pp |
| Employer contribution / active EE | $1,089 | $1,755-38.0% | $2,428-55.2% | $2,343-53.5% |
| Participant deferral / active EE | $3,893 | $2,987+30.3% | $3,706+5.1% | $3,332+16.9% |
| Admin fee / account holder | $18,171 | $4,512+302.8% | $5,608+224.0% | $4,645+291.2% |