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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 | $207,055 | $84,953+143.7% | $163,379+26.7% | $82,637+150.6% |
| Participation rate | 46.9% | 65.9%-19.1pp | 76.8%-29.9pp | 68.1%-21.2pp |
| Annual return | 12.31% | 23.07%-10.8pp | 63.41%-51.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,028 | $2,183-52.9% | $3,752-72.6% | $2,552-59.7% |
| Participant deferral / active EE | $4,113 | $4,326-4.9% | $6,282-34.5% | $4,126-0.3% |
| Admin fee / account holder | $3,290 | $7,921-58.5% | $9,818-66.5% | $7,339-55.2% |