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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 | $157,720 | $106,749+47.7% | $145,433+8.4% | $82,448+91.3% |
| Participation rate | 46.8% | 75.6%-28.9pp | 82.1%-35.3pp | 68.1%-21.3pp |
| Annual return | 14.13% | 27.59%-13.5pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,252 | $3,444-63.6% | $4,554-72.5% | $2,551-50.9% |
| Participant deferral / active EE | $4,328 | $6,519-33.6% | $7,897-45.2% | $4,139+4.6% |
| Admin fee / account holder | $5,140 | $8,390-38.7% | $13,129-60.9% | $7,234-29.0% |