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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 | $184,120 | $100,194+83.8% | $122,979+49.7% | $86,983+111.7% |
| Participation rate | 62.1% | 73.0%-10.8pp | 77.2%-15.1pp | 69.5%-7.4pp |
| Annual return | 5.25% | 16.47%-11.2pp | 20.12%-14.9pp | 25.83%-20.6pp |
| Employer contribution / active EE | $1,409 | $2,326-39.4% | $3,062-54.0% | $2,584-45.5% |
| Participant deferral / active EE | $2,171 | $4,133-47.5% | $5,003-56.6% | $4,194-48.2% |
| Admin fee / account holder | $2,316 | $10,148-77.2% | $12,864-82.0% | $7,856-70.5% |