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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 | $155,000 | $83,369+85.9% | $105,223+47.3% | $67,986+128.0% |
| Participation rate | 34.3% | 56.3%-22.0pp | 75.0%-40.8pp | 57.2%-22.9pp |
| Annual return | 12.10% | 24.64%-12.5pp | 180.65%-168.5pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,571 | $2,541-38.1% | $3,689-57.4% | $2,019-22.2% |
| Participant deferral / active EE | $3,219 | $3,295-2.3% | $5,072-36.5% | $3,358-4.2% |
| Admin fee / account holder | $4,304 | $4,073+5.7% | $8,859-51.4% | $3,203+34.4% |