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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 | $106,749+21.9% | $145,433-10.5% | $82,448+57.9% |
| Participation rate | 58.1% | 75.6%-17.6pp | 82.1%-24.1pp | 68.1%-10.0pp |
| Annual return | 12.42% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,343 | $3,444-61.0% | $4,554-70.5% | $2,551-47.3% |
| Participant deferral / active EE | $3,888 | $6,519-40.4% | $7,897-50.8% | $4,139-6.1% |
| Admin fee / account holder | $26,904 | $8,390+220.7% | $13,129+104.9% | $7,234+271.9% |