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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 | $173,590 | $56,110+209.4% | $94,993+82.7% | $70,126+147.5% |
| Participation rate | 32.4% | 65.0%-32.6pp | 73.9%-41.5pp | 69.5%-37.2pp |
| Annual return | 12.24% | 51.02%-38.8pp | 27.14%-14.9pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,322 | $1,442-8.3% | $2,603-49.2% | $2,343-43.6% |
| Participant deferral / active EE | $2,961 | $2,391+23.8% | $3,317-10.7% | $3,332-11.1% |
| Admin fee / account holder | $2,169 | $3,456-37.2% | $4,960-56.3% | $4,645-53.3% |