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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 | $201,860 | $93,345+116.3% | $119,126+69.5% | $87,485+130.7% |
| Participation rate | 45.6% | 68.7%-23.1pp | 75.8%-30.1pp | 68.9%-23.3pp |
| Annual return | 11.54% | 19.08%-7.5pp | 282.11%-270.6pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,114 | $3,172-64.9% | $4,034-72.4% | $2,596-57.1% |
| Participant deferral / active EE | $2,993 | $4,099-27.0% | $5,318-43.7% | $4,274-30.0% |
| Admin fee / account holder | $7,286 | $8,039-9.4% | $10,693-31.9% | $7,775-6.3% |