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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 | $179,020 | $97,550+83.5% | $120,344+48.8% | $87,485+104.6% |
| Participation rate | 51.4% | 72.8%-21.5pp | 76.7%-25.4pp | 68.9%-17.6pp |
| Annual return | 11.80% | 18.41%-6.6pp | 20.30%-8.5pp | 26.06%-14.3pp |
| Employer contribution / active EE | $906 | $2,291-60.5% | $3,020-70.0% | $2,596-65.1% |
| Participant deferral / active EE | $2,680 | $4,230-36.6% | $5,135-47.8% | $4,274-37.3% |
| Admin fee / account holder | $16,926 | $9,543+77.4% | $12,742+32.8% | $7,775+117.7% |