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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 | $89,259+82.1% | $107,187+51.7% | $82,637+96.7% |
| Participation rate | 27.3% | 67.9%-40.7pp | 75.0%-47.7pp | 68.1%-40.8pp |
| Annual return | 8.31% | 21.02%-12.7pp | 204.55%-196.2pp | 53.51%-45.2pp |
| Employer contribution / active EE | $1,098 | $3,080-64.4% | $3,782-71.0% | $2,552-57.0% |
| Participant deferral / active EE | $1,767 | $4,037-56.2% | $5,096-65.3% | $4,126-57.2% |
| Admin fee / account holder | $5,807 | $7,381-21.3% | $9,162-36.6% | $7,339-20.9% |