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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 | $201,914 | $86,940+132.2% | $102,434+97.1% | $80,935+149.5% |
| Participation rate | 27.6% | 72.4%-44.8pp | 76.5%-48.9pp | 67.7%-40.1pp |
| Annual return | 6.91% | 18.89%-12.0pp | 29.46%-22.5pp | 35.66%-28.7pp |
| Employer contribution / active EE | $871 | $2,370-63.2% | $3,023-71.2% | $2,757-68.4% |
| Participant deferral / active EE | $2,312 | $4,121-43.9% | $5,055-54.3% | $4,299-46.2% |
| Admin fee / account holder | $2,797 | $8,047-65.2% | $9,462-70.4% | $6,924-59.6% |