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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 | $134,070 | $56,054+139.2% | $171,082-21.6% | $62,881+113.2% |
| Participation rate | 45.8% | 62.9%-17.1pp | 76.7%-30.9pp | 69.3%-23.5pp |
| Annual return | 4.54% | 22.52%-18.0pp | 32.56%-28.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,156 | $1,731-33.2% | $4,002-71.1% | $2,281-49.3% |
| Participant deferral / active EE | $2,710 | $3,158-14.2% | $4,797-43.5% | $3,203-15.4% |
| Admin fee / account holder | $17,923 | $3,647+391.5% | $8,520+110.4% | $4,296+317.2% |