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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 | $174,422 | $96,731+80.3% | $123,973+40.7% | $86,983+100.5% |
| Participation rate | 56.1% | 70.0%-13.9pp | 76.7%-20.6pp | 69.5%-13.4pp |
| Annual return | 10.08% | 17.33%-7.2pp | 388.13%-378.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $3,181 | $3,297-3.5% | $4,126-22.9% | $2,584+23.1% |
| Participant deferral / active EE | $4,208 | $4,152+1.3% | $5,247-19.8% | $4,194+0.3% |
| Admin fee / account holder | $2,492 | $8,722-71.4% | $11,799-78.9% | $7,856-68.3% |