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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 | $191,313 | $75,720+152.7% | $90,312+111.8% | $86,983+119.9% |
| Participation rate | 47.7% | 66.3%-18.6pp | 72.9%-25.2pp | 69.5%-21.8pp |
| Annual return | 11.04% | 18.55%-7.5pp | 18.90%-7.9pp | 25.83%-14.8pp |
| Employer contribution / active EE | $1,003 | $1,945-48.4% | $2,243-55.3% | $2,584-61.2% |
| Participant deferral / active EE | $1,720 | $3,001-42.7% | $3,749-54.1% | $4,194-59.0% |
| Admin fee / account holder | $3,412 | $6,201-45.0% | $8,248-58.6% | $7,856-56.6% |