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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 | $187,138 | $93,345+100.5% | $119,126+57.1% | $87,485+113.9% |
| Participation rate | 45.5% | 68.7%-23.3pp | 75.8%-30.3pp | 68.9%-23.5pp |
| Annual return | 7.69% | 19.08%-11.4pp | 282.11%-274.4pp | 26.06%-18.4pp |
| Employer contribution / active EE | $1,149 | $3,172-63.8% | $4,034-71.5% | $2,596-55.8% |
| Participant deferral / active EE | $1,862 | $4,099-54.6% | $5,318-65.0% | $4,274-56.4% |
| Admin fee / account holder | $8,280 | $8,039+3.0% | $10,693-22.6% | $7,775+6.5% |