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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 | $209,854 | $81,358+157.9% | $155,556+34.9% | $80,959+159.2% |
| Participation rate | 51.4% | 66.3%-14.8pp | 78.2%-26.8pp | 67.7%-16.2pp |
| Annual return | 8.36% | 33.39%-25.0pp | 64.84%-56.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,812 | $3,106-41.7% | $4,675-61.2% | $2,757-34.3% |
| Participant deferral / active EE | $2,468 | $3,455-28.6% | $5,631-56.2% | $4,300-42.6% |
| Admin fee / account holder | $2,915 | $7,994-63.5% | $15,885-81.6% | $6,925-57.9% |