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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 | $188,061 | $80,983+132.2% | $96,544+94.8% | $75,177+150.2% |
| Participation rate | 28.9% | 71.8%-42.9pp | 76.0%-47.1pp | 67.2%-38.3pp |
| Annual return | 9.27% | 27.05%-17.8pp | 25.88%-16.6pp | 160.75%-151.5pp |
| Employer contribution / active EE | $1,570 | $2,282-31.2% | $2,966-47.1% | $2,671-41.2% |
| Participant deferral / active EE | $2,524 | $3,929-35.7% | $4,851-48.0% | $4,126-38.8% |
| Admin fee / account holder | $1,751 | $6,717-73.9% | $8,254-78.8% | $5,651-69.0% |