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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 | $176,706 | $71,215+148.1% | $93,696+88.6% | $80,935+118.3% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.7%-28.9pp |
| Annual return | 9.40% | 11.27%-1.9pp | 133.74%-124.3pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,804 | $1,565+15.3% | $2,422-25.5% | $2,757-34.5% |
| Participant deferral / active EE | $3,991 | $4,037-1.1% | $4,417-9.6% | $4,299-7.2% |
| Admin fee / account holder | $15,585 | $6,958+124.0% | $8,287+88.1% | $6,924+125.1% |