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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 | $191,237 | $93,617+104.3% | $135,982+40.6% | $75,177+154.4% |
| Participation rate | 34.6% | 75.2%-40.6pp | 81.9%-47.3pp | 67.2%-32.6pp |
| Annual return | 13.36% | 30.89%-17.5pp | 68.32%-55.0pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,311 | $3,538-62.9% | $4,859-73.0% | $2,671-50.9% |
| Participant deferral / active EE | $2,976 | $6,406-53.6% | $7,760-61.7% | $4,126-27.9% |
| Admin fee / account holder | $2,114 | $6,980-69.7% | $10,767-80.4% | $5,651-62.6% |