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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 | $199,503 | $80,983+146.4% | $96,544+106.6% | $75,177+165.4% |
| Participation rate | 37.8% | 71.8%-34.0pp | 76.0%-38.1pp | 67.2%-29.4pp |
| Annual return | 7.20% | 27.05%-19.9pp | 25.88%-18.7pp | 160.75%-153.5pp |
| Employer contribution / active EE | $2,141 | $2,282-6.2% | $2,966-27.8% | $2,671-19.8% |
| Participant deferral / active EE | $3,589 | $3,929-8.7% | $4,851-26.0% | $4,126-13.0% |
| Admin fee / account holder | $26,839 | $6,717+299.6% | $8,254+225.2% | $5,651+374.9% |