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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 | $191,859 | $108,825+76.3% | $156,181+22.8% | $82,448+132.7% |
| Participation rate | 53.8% | 72.4%-18.5pp | 78.8%-25.0pp | 68.1%-14.2pp |
| Annual return | 9.71% | 20.59%-10.9pp | 64.87%-55.2pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,290 | $2,870-55.0% | $4,294-69.9% | $2,551-49.4% |
| Participant deferral / active EE | $3,358 | $4,577-26.6% | $6,132-45.2% | $4,139-18.9% |
| Admin fee / account holder | $8,183 | $9,341-12.4% | $14,586-43.9% | $7,234+13.1% |