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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 | $154,832 | $81,504+90.0% | $102,437+51.1% | $80,959+91.2% |
| Participation rate | 50.8% | 66.9%-16.1pp | 74.5%-23.7pp | 67.7%-16.9pp |
| Annual return | 8.01% | 25.60%-17.6pp | 24.95%-16.9pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,943 | $3,104-37.4% | $3,871-49.8% | $2,757-29.5% |
| Participant deferral / active EE | $4,596 | $3,871+18.7% | $5,060-9.2% | $4,300+6.9% |
| Admin fee / account holder | $11,180 | $6,719+66.4% | $8,388+33.3% | $6,925+61.4% |