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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 | $189,768 | $108,825+74.4% | $156,181+21.5% | $82,448+130.2% |
| Participation rate | 57.4% | 72.4%-14.9pp | 78.8%-21.4pp | 68.1%-10.6pp |
| Annual return | 10.73% | 20.59%-9.9pp | 64.87%-54.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,290 | $2,870-55.1% | $4,294-70.0% | $2,551-49.4% |
| Participant deferral / active EE | $5,661 | $4,577+23.7% | $6,132-7.7% | $4,139+36.8% |
| Admin fee / account holder | $2,457 | $9,341-73.7% | $14,586-83.2% | $7,234-66.0% |