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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 | $102,488 | $48,053+113.3% | $84,637+21.1% | $72,976+40.4% |
| Participation rate | 35.3% | 57.6%-22.3pp | 68.2%-32.9pp | 69.5%-34.2pp |
| Annual return | 11.29% | 37.39%-26.1pp | 258.82%-247.5pp | 81.02%-69.7pp |
| Employer contribution / active EE | $1,258 | $1,602-21.5% | $2,653-52.6% | $2,440-48.4% |
| Participant deferral / active EE | $1,828 | $2,681-31.8% | $3,900-53.1% | $3,608-49.3% |
| Admin fee / account holder | $1,907 | $3,395-43.8% | $4,914-61.2% | $5,124-62.8% |