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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 | $188,563 | $54,757+244.4% | $90,300+108.8% | $72,983+158.4% |
| Participation rate | 63.0% | 65.1%-2.2pp | 73.3%-10.3pp | 69.5%-6.5pp |
| Annual return | 14.51% | 30.63%-16.1pp | 78.11%-63.6pp | 81.01%-66.5pp |
| Employer contribution / active EE | $788 | $2,092-62.3% | $2,854-72.4% | $2,440-67.7% |
| Participant deferral / active EE | $1,363 | $2,887-52.8% | $3,884-64.9% | $3,608-62.2% |
| Admin fee / account holder | $2,318 | $3,972-41.6% | $5,353-56.7% | $5,124-54.8% |