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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 | $180,813 | $55,930+223.3% | $76,089+137.6% | $80,925+123.4% |
| Participation rate | 36.4% | 62.1%-25.7pp | 69.1%-32.7pp | 67.7%-31.3pp |
| Annual return | 8.00% | 20.58%-12.6pp | 360.94%-352.9pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,092 | $1,866-41.5% | $2,690-59.4% | $2,756-60.4% |
| Participant deferral / active EE | $3,360 | $3,051+10.2% | $4,259-21.1% | $4,299-21.8% |
| Admin fee / account holder | $5,176 | $5,241-1.2% | $6,418-19.3% | $6,940-25.4% |