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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 | $143,653 | $59,440+141.7% | $78,004+84.2% | $82,637+73.8% |
| Participation rate | 51.9% | 62.8%-11.0pp | 69.4%-17.6pp | 68.1%-16.2pp |
| Annual return | 12.32% | 40.24%-27.9pp | 31.07%-18.7pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,638 | $1,750-6.4% | $2,469-33.7% | $2,552-35.8% |
| Participant deferral / active EE | $3,300 | $3,138+5.1% | $4,092-19.4% | $4,126-20.0% |
| Admin fee / account holder | $7,021 | $5,504+27.6% | $7,578-7.3% | $7,339-4.3% |