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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 | $185,184 | $86,949+113.0% | $102,460+80.7% | $80,959+128.7% |
| Participation rate | 56.4% | 72.4%-16.0pp | 76.5%-20.1pp | 67.7%-11.3pp |
| Annual return | 8.01% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,194 | $2,370-49.6% | $3,025-60.5% | $2,757-56.7% |
| Participant deferral / active EE | $5,046 | $4,121+22.4% | $5,056-0.2% | $4,300+17.3% |
| Admin fee / account holder | $4,538 | $8,048-43.6% | $9,460-52.0% | $6,925-34.5% |