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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 | $114,712+67.3% | $173,730+10.4% | $87,485+119.3% |
| Participation rate | 53.8% | 73.0%-19.1pp | 79.6%-25.7pp | 68.9%-15.1pp |
| Annual return | 9.71% | 20.18%-10.5pp | 19.96%-10.2pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,290 | $2,904-55.6% | $4,577-71.8% | $2,596-50.3% |
| Participant deferral / active EE | $3,358 | $4,642-27.7% | $6,326-46.9% | $4,274-21.4% |
| Admin fee / account holder | $8,183 | $10,210-19.8% | $17,523-53.3% | $7,775+5.3% |