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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 | $190,082 | $108,825+74.7% | $156,181+21.7% | $82,448+130.5% |
| Participation rate | 52.3% | 72.4%-20.1pp | 78.8%-26.6pp | 68.1%-15.8pp |
| Annual return | 11.03% | 20.59%-9.6pp | 64.87%-53.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,087 | $2,870-27.3% | $4,294-51.4% | $2,551-18.2% |
| Participant deferral / active EE | $4,443 | $4,577-2.9% | $6,132-27.5% | $4,139+7.3% |
| Admin fee / account holder | $6,037 | $9,341-35.4% | $14,586-58.6% | $7,234-16.6% |