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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 | $131,878 | $81,358+62.1% | $155,556-15.2% | $80,959+62.9% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 6.92% | 33.39%-26.5pp | 64.84%-57.9pp | 35.67%-28.8pp |
| Employer contribution / active EE | $1,410 | $3,106-54.6% | $4,675-69.8% | $2,757-48.9% |
| Participant deferral / active EE | $2,902 | $3,455-16.0% | $5,631-48.5% | $4,300-32.5% |
| Admin fee / account holder | $1,171 | $7,994-85.3% | $15,885-92.6% | $6,925-83.1% |