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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 | $179,815 | $72,027+149.6% | $185,835-3.2% | $79,852+125.2% |
| Participation rate | 41.3% | 65.8%-24.5pp | 78.0%-36.7pp | 69.6%-28.3pp |
| Annual return | 10.40% | 23.13%-12.7pp | 35.96%-25.6pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,303 | $1,965-33.7% | $4,087-68.1% | $2,471-47.3% |
| Participant deferral / active EE | $4,319 | $3,780+14.3% | $5,633-23.3% | $3,740+15.5% |
| Admin fee / account holder | $1,758 | $4,513-61.0% | $9,502-81.5% | $5,306-66.9% |