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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 | $71,230+131.7% | $93,727+76.1% | $80,959+103.9% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.7%-22.8pp |
| Annual return | 8.17% | 11.26%-3.1pp | 133.83%-125.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,129 | $1,565-27.9% | $2,421-53.4% | $2,757-59.0% |
| Participant deferral / active EE | $4,289 | $4,037+6.2% | $4,417-2.9% | $4,300-0.3% |
| Admin fee / account holder | $2,793 | $6,961-59.9% | $8,292-66.3% | $6,925-59.7% |