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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 | $167,859 | $74,535+125.2% | $100,712+66.7% | $82,637+103.1% |
| Participation rate | 37.5% | 61.2%-23.7pp | 69.3%-31.8pp | 68.1%-30.6pp |
| Annual return | 9.86% | 18.92%-9.1pp | 33.27%-23.4pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,070 | $1,503-28.8% | $2,313-53.7% | $2,552-58.1% |
| Participant deferral / active EE | $2,435 | $3,074-20.8% | $4,085-40.4% | $4,126-41.0% |
| Admin fee / account holder | $3,374 | $6,576-48.7% | $9,256-63.6% | $7,339-54.0% |