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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 | $121,812 | $71,526+70.3% | $98,450+23.7% | $71,495+70.4% |
| Participation rate | 40.6% | 72.7%-32.1pp | 75.2%-34.6pp | 67.9%-27.4pp |
| Annual return | 12.96% | 32.42%-19.5pp | 21.16%-8.2pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,022 | $2,400-57.4% | $3,049-66.5% | $2,589-60.5% |
| Participant deferral / active EE | $2,355 | $4,110-42.7% | $4,739-50.3% | $4,291-45.1% |
| Admin fee / account holder | $15,990 | $1,675+854.5% | $8,961+78.4% | $1,588+907.1% |