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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 | $129,699 | $78,423+65.4% | $95,964+35.2% | $79,856+62.4% |
| Participation rate | 39.6% | 73.5%-33.9pp | 77.1%-37.5pp | 69.6%-30.1pp |
| Annual return | 6.42% | 19.37%-13.0pp | 91.64%-85.2pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,187 | $1,945-39.0% | $2,541-53.3% | $2,471-52.0% |
| Participant deferral / active EE | $1,949 | $3,440-43.3% | $4,167-53.2% | $3,741-47.9% |
| Admin fee / account holder | $5,603 | $5,622-0.3% | $6,797-17.6% | $5,306+5.6% |