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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 | $174,620 | $114,119+53.0% | $107,187+62.9% | $138,895+25.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 1.19% | 273.21%-272.0pp | 204.55%-203.4pp | 145.39%-144.2pp |
| Employer contribution / active EE | $2,273 | $4,059-44.0% | $3,782-39.9% | $4,194-45.8% |
| Participant deferral / active EE | $2,804 | $5,538-49.4% | $5,096-45.0% | $6,396-56.2% |
| Admin fee / account holder | $5,630 | $10,024-43.8% | $9,162-38.6% | $12,562-55.2% |