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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 | $71,057+148.7% | $93,654+88.7% | $80,874+118.5% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.6%-28.8pp |
| Annual return | 9.40% | 11.26%-1.9pp | 133.34%-123.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,804 | $1,564+15.4% | $2,421-25.5% | $2,756-34.5% |
| Participant deferral / active EE | $3,991 | $4,034-1.1% | $4,413-9.6% | $4,297-7.1% |
| Admin fee / account holder | $15,585 | $6,944+124.4% | $8,282+88.2% | $6,935+124.7% |