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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 | $157,974 | $86,940+81.7% | $102,434+54.2% | $80,935+95.2% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.7%-15.7pp |
| Annual return | 9.70% | 18.89%-9.2pp | 29.46%-19.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,286 | $2,370-45.7% | $3,023-57.5% | $2,757-53.4% |
| Participant deferral / active EE | $2,435 | $4,121-40.9% | $5,055-51.8% | $4,299-43.4% |
| Admin fee / account holder | $3,810 | $8,047-52.7% | $9,462-59.7% | $6,924-45.0% |