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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 | $80,332+92.9% | $107,187+44.6% | $64,097+141.8% |
| Participation rate | 34.3% | 54.4%-20.1pp | 75.0%-40.8pp | 55.2%-20.9pp |
| Annual return | 12.10% | 24.26%-12.2pp | 204.55%-192.4pp | 34.64%-22.5pp |
| Employer contribution / active EE | $1,571 | $2,501-37.2% | $3,782-58.5% | $1,891-16.9% |
| Participant deferral / active EE | $3,219 | $3,109+3.5% | $5,096-36.8% | $3,080+4.5% |
| Admin fee / account holder | $4,304 | $4,314-0.2% | $9,162-53.0% | $3,454+24.6% |