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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 | $58,848+189.8% | $88,179+93.4% | $82,637+106.4% |
| Participation rate | 42.9% | 57.9%-15.0pp | 69.1%-26.3pp | 68.1%-25.2pp |
| Annual return | 11.98% | 22.76%-10.8pp | 64.97%-53.0pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,211 | $1,678-27.8% | $2,549-52.5% | $2,552-52.5% |
| Participant deferral / active EE | $3,446 | $3,124+10.3% | $4,614-25.3% | $4,126-16.5% |
| Admin fee / account holder | $34,160 | $4,795+612.4% | $7,673+345.2% | $7,339+365.5% |