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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 | $173,608 | $64,462+169.3% | $81,482+113.1% | $80,911+114.6% |
| Participation rate | 42.3% | 63.9%-21.6pp | 69.5%-27.2pp | 67.6%-25.3pp |
| Annual return | 8.76% | 16.35%-7.6pp | 24.79%-16.0pp | 35.63%-26.9pp |
| Employer contribution / active EE | $1,093 | $1,979-44.8% | $2,463-55.6% | $2,756-60.3% |
| Participant deferral / active EE | $2,881 | $3,094-6.9% | $3,885-25.8% | $4,297-33.0% |
| Admin fee / account holder | $1,063 | $5,678-81.3% | $5,761-81.5% | $6,935-84.7% |