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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 | $69,273+176.2% | $90,796+110.7% | $82,637+131.5% |
| Participation rate | 47.7% | 64.0%-16.3pp | 69.5%-21.8pp | 68.1%-20.4pp |
| Annual return | 11.04% | 18.37%-7.3pp | 19.29%-8.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,003 | $1,865-46.2% | $2,294-56.3% | $2,552-60.7% |
| Participant deferral / active EE | $1,720 | $3,047-43.6% | $3,822-55.0% | $4,126-58.3% |
| Admin fee / account holder | $3,412 | $5,511-38.1% | $7,024-51.4% | $7,339-53.5% |