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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 | $135,535 | $65,364+107.4% | $92,909+45.9% | $72,975+85.7% |
| Participation rate | 41.2% | 68.3%-27.1pp | 76.0%-34.8pp | 69.5%-28.3pp |
| Annual return | 13.42% | 42.11%-28.7pp | 109.44%-96.0pp | 81.01%-67.6pp |
| Employer contribution / active EE | $1,132 | $2,594-56.4% | $3,653-69.0% | $2,440-53.6% |
| Participant deferral / active EE | $2,956 | $3,128-5.5% | $4,238-30.3% | $3,608-18.1% |
| Admin fee / account holder | $1,368 | $4,251-67.8% | $5,795-76.4% | $5,124-73.3% |