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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 | $130,789 | $51,638+153.3% | $68,368+91.3% | $82,448+58.6% |
| Participation rate | 48.1% | 63.6%-15.5pp | 73.8%-25.6pp | 68.1%-19.9pp |
| Annual return | 10.42% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,854 | $2,047-9.4% | $2,649-30.0% | $2,551-27.3% |
| Participant deferral / active EE | $2,969 | $2,914+1.9% | $4,123-28.0% | $4,139-28.3% |
| Admin fee / account holder | $3,909 | $4,643-15.8% | $5,150-24.1% | $7,234-46.0% |