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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 | $168,161 | $72,269+132.7% | $101,271+66.0% | $79,852+110.6% |
| Participation rate | 14.3% | 68.5%-54.2pp | 75.8%-61.5pp | 69.6%-55.4pp |
| Annual return | 8.53% | 22.29%-13.8pp | 46.48%-38.0pp | 31.72%-23.2pp |
| Employer contribution / active EE | $1,655 | $2,692-38.5% | $3,660-54.8% | $2,471-33.0% |
| Participant deferral / active EE | $2,226 | $3,282-32.2% | $4,371-49.1% | $3,740-40.5% |
| Admin fee / account holder | $1,035 | $4,401-76.5% | $5,948-82.6% | $5,306-80.5% |