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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 | $182,894 | $65,246+180.3% | $98,716+85.3% | $67,986+169.0% |
| Participation rate | 24.4% | 51.4%-27.1pp | 69.3%-44.9pp | 57.2%-32.8pp |
| Annual return | 11.48% | 20.58%-9.1pp | 31.81%-20.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $453 | $1,042-56.6% | $2,279-80.1% | $2,019-77.6% |
| Participant deferral / active EE | $1,423 | $2,594-45.2% | $4,048-64.8% | $3,358-57.6% |
| Admin fee / account holder | $10,058 | $4,561+120.5% | $8,703+15.6% | $3,203+214.0% |