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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 | $217,942 | $91,198+139.0% | $178,503+22.1% | $79,856+172.9% |
| Participation rate | 42.9% | 69.2%-26.4pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 8.26% | 24.20%-15.9pp | 151.12%-142.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,353 | $3,257-58.5% | $5,011-73.0% | $2,471-45.3% |
| Participant deferral / active EE | $2,743 | $3,237-15.2% | $5,202-47.3% | $3,741-26.7% |
| Admin fee / account holder | $5,294 | $6,748-21.5% | $13,987-62.1% | $5,306-0.2% |