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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 | $203,497 | $81,504+149.7% | $102,437+98.7% | $80,959+151.4% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.7%-23.7pp |
| Annual return | 9.53% | 25.60%-16.1pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,014 | $3,104-67.3% | $3,871-73.8% | $2,757-63.2% |
| Participant deferral / active EE | $4,646 | $3,871+20.0% | $5,060-8.2% | $4,300+8.0% |
| Admin fee / account holder | $4,898 | $6,719-27.1% | $8,388-41.6% | $6,925-29.3% |