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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 | $86,938+39.8% | $102,423+18.7% | $80,925+50.2% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.6pp | 67.7%-44.7pp |
| Annual return | 10.00% | 18.89%-8.9pp | 29.42%-19.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,040 | $2,369-56.1% | $3,023-65.6% | $2,756-62.3% |
| Participant deferral / active EE | $2,165 | $4,120-47.5% | $5,054-57.2% | $4,299-49.6% |
| Admin fee / account holder | $514 | $8,053-93.6% | $9,455-94.6% | $6,940-92.6% |