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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 | $123,478+55.4% | $216,567-11.4% | $94,015+104.1% |
| Participation rate | 53.8% | 75.1%-21.3pp | 81.6%-27.8pp | 70.8%-17.0pp |
| Annual return | 9.71% | 23.61%-13.9pp | 12.94%-3.2pp | 17.84%-8.1pp |
| Employer contribution / active EE | $1,290 | $3,136-58.8% | $5,216-75.3% | $2,790-53.7% |
| Participant deferral / active EE | $3,358 | $4,556-26.3% | $6,191-45.8% | $4,249-21.0% |
| Admin fee / account holder | $8,183 | $12,753-35.8% | $21,981-62.8% | $8,951-8.6% |