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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 | $197,068 | $95,453+106.5% | $112,040+75.9% | $82,448+139.0% |
| Participation rate | 34.4% | 72.8%-38.3pp | 76.5%-42.1pp | 68.1%-33.7pp |
| Annual return | 11.67% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,287 | $2,318-44.5% | $2,954-56.4% | $2,551-49.5% |
| Participant deferral / active EE | $2,436 | $4,224-42.3% | $5,098-52.2% | $4,139-41.1% |
| Admin fee / account holder | $7,845 | $9,013-13.0% | $12,098-35.2% | $7,234+8.4% |