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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 | $182,556 | $110,137+65.8% | $161,149+13.3% | $82,637+120.9% |
| Participation rate | 55.9% | 72.4%-16.5pp | 78.8%-23.0pp | 68.1%-12.2pp |
| Annual return | 10.35% | 20.69%-10.3pp | 21.16%-10.8pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,608 | $2,856-43.7% | $4,360-63.1% | $2,552-37.0% |
| Participant deferral / active EE | $2,101 | $4,575-54.1% | $6,153-65.9% | $4,126-49.1% |
| Admin fee / account holder | $5,938 | $9,467-37.3% | $15,194-60.9% | $7,339-19.1% |