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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 | $145,978 | $115,931+25.9% | $185,441-21.3% | $86,983+67.8% |
| Participation rate | 61.6% | 73.6%-12.0pp | 80.3%-18.6pp | 69.5%-7.9pp |
| Annual return | 9.38% | 21.47%-12.1pp | 20.16%-10.8pp | 25.83%-16.4pp |
| Employer contribution / active EE | $1,145 | $2,937-61.0% | $4,672-75.5% | $2,584-55.7% |
| Participant deferral / active EE | $3,096 | $4,551-32.0% | $6,152-49.7% | $4,194-26.2% |
| Admin fee / account holder | $2,358 | $10,687-77.9% | $17,890-86.8% | $7,856-70.0% |