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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 | $165,059 | $71,057+132.3% | $93,654+76.2% | $80,874+104.1% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.6%-22.8pp |
| Annual return | 8.17% | 11.26%-3.1pp | 133.34%-125.2pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,129 | $1,564-27.8% | $2,421-53.4% | $2,756-59.0% |
| Participant deferral / active EE | $4,289 | $4,034+6.3% | $4,413-2.8% | $4,297-0.2% |
| Admin fee / account holder | $2,793 | $6,944-59.8% | $8,282-66.3% | $6,935-59.7% |