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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 | $121,566 | $86,949+39.8% | $102,460+18.6% | $80,959+50.2% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.6pp | 67.7%-44.8pp |
| Annual return | 10.00% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,040 | $2,370-56.1% | $3,025-65.6% | $2,757-62.3% |
| Participant deferral / active EE | $2,165 | $4,121-47.5% | $5,056-57.2% | $4,300-49.7% |
| Admin fee / account holder | $514 | $8,048-93.6% | $9,460-94.6% | $6,925-92.6% |