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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 | $182,754 | $63,764+186.6% | $81,926+123.1% | $79,858+128.9% |
| Participation rate | 55.6% | 67.5%-11.9pp | 72.0%-16.4pp | 69.6%-14.1pp |
| Annual return | 3.18% | 22.66%-19.5pp | 29.49%-26.3pp | 31.72%-28.5pp |
| Employer contribution / active EE | $1,202 | $1,795-33.0% | $4,310-72.1% | $2,471-51.4% |
| Participant deferral / active EE | $4,112 | $2,780+47.9% | $7,108-42.1% | $3,740+10.0% |
| Admin fee / account holder | $10,332 | $4,426+133.4% | $5,159+100.3% | $5,306+94.7% |