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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 | $170,547 | $57,590+196.1% | $86,233+97.8% | $82,448+106.9% |
| Participation rate | 42.9% | 57.9%-15.0pp | 69.0%-26.2pp | 68.1%-25.2pp |
| Annual return | 11.98% | 22.41%-10.4pp | 61.39%-49.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,211 | $1,655-26.8% | $2,504-51.6% | $2,551-52.5% |
| Participant deferral / active EE | $3,446 | $3,080+11.9% | $4,559-24.4% | $4,139-16.7% |
| Admin fee / account holder | $34,160 | $4,730+622.1% | $8,342+309.5% | $7,234+372.2% |