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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 | $213,403 | $82,879+157.5% | $96,576+121.0% | $67,986+213.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.4%-35.2pp | 57.2%-11.0pp |
| Annual return | 14.27% | 36.90%-22.6pp | 38.47%-24.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,683 | $2,727-38.3% | $3,553-52.6% | $2,019-16.6% |
| Participant deferral / active EE | $3,494 | $6,976-49.9% | $7,956-56.1% | $3,358+4.0% |
| Admin fee / account holder | $803 | $2,783-71.1% | $11,381-92.9% | $3,203-74.9% |