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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 | $116,965 | $76,551+52.8% | $123,894-5.6% | $62,881+86.0% |
| Participation rate | 56.5% | 73.0%-16.5pp | 81.4%-24.9pp | 69.3%-12.8pp |
| Annual return | 4.23% | 18.68%-14.4pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,299 | $2,882-20.2% | $4,617-50.2% | $2,281+0.8% |
| Participant deferral / active EE | $2,951 | $4,840-39.0% | $5,984-50.7% | $3,203-7.9% |
| Admin fee / account holder | $16,212 | $4,826+236.0% | $8,357+94.0% | $4,296+277.4% |