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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 | $187,728 | $96,731+94.1% | $123,973+51.4% | $86,983+115.8% |
| Participation rate | 56.7% | 70.0%-13.4pp | 76.7%-20.0pp | 69.5%-12.9pp |
| Annual return | 4.09% | 17.33%-13.2pp | 388.13%-384.0pp | 25.83%-21.7pp |
| Employer contribution / active EE | $1,505 | $3,297-54.3% | $4,126-63.5% | $2,584-41.8% |
| Participant deferral / active EE | $4,933 | $4,152+18.8% | $5,247-6.0% | $4,194+17.6% |
| Admin fee / account holder | $1,447 | $8,722-83.4% | $11,799-87.7% | $7,856-81.6% |