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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 | $129,175 | $88,360+46.2% | $145,433-11.2% | $67,986+90.0% |
| Participation rate | 47.6% | 65.5%-17.9pp | 82.1%-34.5pp | 57.2%-9.6pp |
| Annual return | 14.29% | 63.15%-48.9pp | 66.58%-52.3pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,702 | $3,054-44.3% | $4,554-62.6% | $2,019-15.7% |
| Participant deferral / active EE | $4,448 | $5,932-25.0% | $7,897-43.7% | $3,358+32.5% |
| Admin fee / account holder | $8,699 | $3,313+162.5% | $13,129-33.7% | $3,203+171.6% |