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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 | $154,065 | $114,712+34.3% | $173,730-11.3% | $87,485+76.1% |
| Participation rate | 36.8% | 73.0%-36.2pp | 79.6%-42.7pp | 68.9%-32.1pp |
| Annual return | 8.84% | 20.18%-11.3pp | 19.96%-11.1pp | 26.06%-17.2pp |
| Employer contribution / active EE | $992 | $2,904-65.8% | $4,577-78.3% | $2,596-61.8% |
| Participant deferral / active EE | $4,026 | $4,642-13.3% | $6,326-36.4% | $4,274-5.8% |
| Admin fee / account holder | $16,907 | $10,210+65.6% | $17,523-3.5% | $7,775+117.5% |