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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 | $173,203 | $69,977+147.5% | $108,582+59.5% | $62,881+175.4% |
| Participation rate | 65.1% | 72.9%-7.8pp | 79.6%-14.5pp | 69.3%-4.2pp |
| Annual return | 3.66% | 10.73%-7.1pp | -51.70%+55.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,360 | $2,135-36.3% | $3,758-63.8% | $2,281-40.4% |
| Participant deferral / active EE | $5,620 | $3,165+77.6% | $4,311+30.4% | $3,203+75.5% |
| Admin fee / account holder | $7,583 | $5,076+49.4% | $7,645-0.8% | $4,296+76.5% |