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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 | $229,910 | $77,574+196.4% | $108,753+111.4% | $86,983+164.3% |
| Participation rate | 34.4% | 62.3%-27.9pp | 71.1%-36.7pp | 69.5%-35.2pp |
| Annual return | 10.95% | 18.42%-7.5pp | 37.47%-26.5pp | 25.83%-14.9pp |
| Employer contribution / active EE | $787 | $1,611-51.2% | $2,427-67.6% | $2,584-69.6% |
| Participant deferral / active EE | $3,631 | $3,128+16.1% | $4,115-11.8% | $4,194-13.4% |
| Admin fee / account holder | $1,938 | $6,529-70.3% | $10,320-81.2% | $7,856-75.3% |