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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 | $153,356 | $68,878+122.6% | $120,574+27.2% | $80,935+89.5% |
| Participation rate | 50.0% | 61.7%-11.7pp | 71.9%-21.9pp | 67.7%-17.7pp |
| Annual return | 7.98% | 23.67%-15.7pp | 107.42%-99.4pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,774 | $2,065-14.1% | $3,471-48.9% | $2,757-35.7% |
| Participant deferral / active EE | $3,404 | $3,189+6.7% | $4,996-31.9% | $4,299-20.8% |
| Admin fee / account holder | $4,166 | $5,782-27.9% | $9,445-55.9% | $6,924-39.8% |