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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 | $124,062 | $52,279+137.3% | $89,435+38.7% | $79,856+55.4% |
| Participation rate | 34.4% | 57.5%-23.2pp | 68.0%-33.6pp | 69.6%-35.3pp |
| Annual return | 6.84% | 22.16%-15.3pp | 245.55%-238.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,516 | $1,572-3.5% | $2,587-41.4% | $2,471-38.7% |
| Participant deferral / active EE | $2,426 | $2,740-11.5% | $3,890-37.6% | $3,741-35.1% |
| Admin fee / account holder | $14,229 | $3,356+323.9% | $4,884+191.3% | $5,306+168.1% |