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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 | $178,190 | $72,269+146.6% | $101,271+76.0% | $79,852+123.2% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 8.79% | 22.29%-13.5pp | 46.48%-37.7pp | 31.72%-22.9pp |
| Employer contribution / active EE | $1,524 | $2,692-43.4% | $3,660-58.4% | $2,471-38.3% |
| Participant deferral / active EE | $4,223 | $3,282+28.7% | $4,371-3.4% | $3,740+12.9% |
| Admin fee / account holder | $1,329 | $4,401-69.8% | $5,948-77.7% | $5,306-75.0% |