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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 | $165,409 | $97,550+69.6% | $120,344+37.4% | $87,485+89.1% |
| Participation rate | 61.8% | 72.8%-11.1pp | 76.7%-14.9pp | 68.9%-7.2pp |
| Annual return | 8.94% | 18.41%-9.5pp | 20.30%-11.4pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,666 | $2,291-27.3% | $3,020-44.8% | $2,596-35.8% |
| Participant deferral / active EE | $2,933 | $4,230-30.7% | $5,135-42.9% | $4,274-31.4% |
| Admin fee / account holder | $13,718 | $9,543+43.8% | $12,742+7.7% | $7,775+76.4% |