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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 | $235,191 | $95,453+146.4% | $112,040+109.9% | $82,448+185.3% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.5%-24.1pp | 68.1%-15.7pp |
| Annual return | 12.16% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,393 | $2,318-39.9% | $2,954-52.8% | $2,551-45.4% |
| Participant deferral / active EE | $5,811 | $4,224+37.6% | $5,098+14.0% | $4,139+40.4% |
| Admin fee / account holder | $8,165 | $9,013-9.4% | $12,098-32.5% | $7,234+12.9% |