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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 | $117,990 | $75,541+56.2% | $152,093-22.4% | $82,637+42.8% |
| Participation rate | 48.4% | 66.5%-18.2pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 9.09% | 32.56%-23.5pp | 66.36%-57.3pp | 53.51%-44.4pp |
| Employer contribution / active EE | $1,015 | $2,622-61.3% | $4,175-75.7% | $2,552-60.2% |
| Participant deferral / active EE | $4,148 | $3,206+29.4% | $5,451-23.9% | $4,126+0.5% |
| Admin fee / account holder | $1,149 | $6,405-82.1% | $14,497-92.1% | $7,339-84.3% |