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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 | $180,237 | $95,453+88.8% | $112,040+60.9% | $82,448+118.6% |
| Participation rate | 56.8% | 72.8%-15.9pp | 76.5%-19.7pp | 68.1%-11.2pp |
| Annual return | 9.32% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,070 | $2,318-53.8% | $2,954-63.8% | $2,551-58.0% |
| Participant deferral / active EE | $4,087 | $4,224-3.2% | $5,098-19.8% | $4,139-1.3% |
| Admin fee / account holder | $35,228 | $9,013+290.8% | $12,098+191.2% | $7,234+387.0% |