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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 | $150,184 | $86,940+72.7% | $102,434+46.6% | $80,935+85.6% |
| Participation rate | 35.3% | 72.4%-37.1pp | 76.5%-41.2pp | 67.7%-32.4pp |
| Annual return | 8.73% | 18.89%-10.2pp | 29.46%-20.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,364 | $2,370-42.5% | $3,023-54.9% | $2,757-50.5% |
| Participant deferral / active EE | $4,345 | $4,121+5.4% | $5,055-14.0% | $4,299+1.1% |
| Admin fee / account holder | $940 | $8,047-88.3% | $9,462-90.1% | $6,924-86.4% |