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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 | $133,233 | $81,476+63.5% | $102,383+30.1% | $80,925+64.6% |
| Participation rate | 40.4% | 66.8%-26.5pp | 74.5%-34.2pp | 67.7%-27.3pp |
| Annual return | 10.37% | 25.59%-15.2pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,476 | $3,105-52.5% | $3,870-61.9% | $2,756-46.4% |
| Participant deferral / active EE | $3,336 | $3,871-13.8% | $5,060-34.1% | $4,299-22.4% |
| Admin fee / account holder | $4,136 | $6,717-38.4% | $8,391-50.7% | $6,940-40.4% |