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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 | $130,181 | $106,524+22.2% | $152,301-14.5% | $87,485+48.8% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.4%-24.4pp | 68.9%-10.9pp |
| Annual return | 12.42% | 26.89%-14.5pp | 80.50%-68.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,343 | $3,371-60.2% | $4,624-71.0% | $2,596-48.3% |
| Participant deferral / active EE | $3,888 | $6,525-40.4% | $8,004-51.4% | $4,274-9.0% |
| Admin fee / account holder | $26,904 | $8,287+224.7% | $14,398+86.9% | $7,775+246.0% |