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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 | $208,388 | $78,027+167.1% | $178,528+16.7% | $80,925+157.5% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.7%-10.8pp |
| Annual return | 8.88% | 18.09%-9.2pp | 27.11%-18.2pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,056 | $2,281-53.7% | $3,950-73.3% | $2,756-61.7% |
| Participant deferral / active EE | $4,521 | $4,408+2.6% | $6,278-28.0% | $4,299+5.2% |
| Admin fee / account holder | $5,862 | $7,168-18.2% | $10,419-43.7% | $6,940-15.5% |