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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 | $161,204 | $74,535+116.3% | $100,712+60.1% | $82,637+95.1% |
| Participation rate | 46.0% | 61.2%-15.1pp | 69.3%-23.2pp | 68.1%-22.0pp |
| Annual return | 12.37% | 18.92%-6.6pp | 33.27%-20.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $997 | $1,503-33.6% | $2,313-56.9% | $2,552-60.9% |
| Participant deferral / active EE | $4,652 | $3,074+51.4% | $4,085+13.9% | $4,126+12.8% |
| Admin fee / account holder | $41,609 | $6,576+532.8% | $9,256+349.5% | $7,339+467.0% |