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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 | $63,809+172.1% | $81,353+113.4% | $80,935+114.5% |
| Participation rate | 42.3% | 63.9%-21.6pp | 69.5%-27.2pp | 67.7%-25.4pp |
| Annual return | 8.76% | 16.37%-7.6pp | 24.82%-16.1pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,093 | $1,981-44.8% | $2,464-55.6% | $2,757-60.3% |
| Participant deferral / active EE | $2,881 | $3,093-6.9% | $3,885-25.8% | $4,299-33.0% |
| Admin fee / account holder | $1,063 | $5,686-81.3% | $5,766-81.6% | $6,924-84.6% |