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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 | $143,776 | $81,358+76.7% | $155,556-7.6% | $80,959+77.6% |
| Participation rate | 37.7% | 66.3%-28.5pp | 78.2%-40.5pp | 67.7%-29.9pp |
| Annual return | 9.16% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,260 | $3,106-59.4% | $4,675-73.0% | $2,757-54.3% |
| Participant deferral / active EE | $2,242 | $3,455-35.1% | $5,631-60.2% | $4,300-47.9% |
| Admin fee / account holder | $3,005 | $7,994-62.4% | $15,885-81.1% | $6,925-56.6% |