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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 | $173,381 | $101,795+70.3% | $165,100+5.0% | $80,959+114.2% |
| Participation rate | 41.0% | 71.8%-30.9pp | 78.6%-37.7pp | 67.7%-26.7pp |
| Annual return | 9.16% | 16.73%-7.6pp | 70.21%-61.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $2,117 | $2,954-28.3% | $4,348-51.3% | $2,757-23.2% |
| Participant deferral / active EE | $2,927 | $4,476-34.6% | $6,035-51.5% | $4,300-31.9% |
| Admin fee / account holder | $8,148 | $8,221-0.9% | $12,696-35.8% | $6,925+17.7% |