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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 | $162,583 | $88,672+83.4% | $105,223+54.5% | $82,448+97.2% |
| Participation rate | 27.3% | 67.9%-40.7pp | 75.0%-47.8pp | 68.1%-40.8pp |
| Annual return | 8.31% | 30.86%-22.5pp | 180.65%-172.3pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,098 | $3,048-64.0% | $3,689-70.2% | $2,551-57.0% |
| Participant deferral / active EE | $1,767 | $4,036-56.2% | $5,072-65.2% | $4,139-57.3% |
| Admin fee / account holder | $5,807 | $7,146-18.7% | $8,859-34.4% | $7,234-19.7% |