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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 | $123,336 | $95,453+29.2% | $112,040+10.1% | $82,448+49.6% |
| Participation rate | 30.5% | 72.8%-42.2pp | 76.5%-46.0pp | 68.1%-37.6pp |
| Annual return | 11.12% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,576 | $2,318-32.0% | $2,954-46.6% | $2,551-38.2% |
| Participant deferral / active EE | $3,252 | $4,224-23.0% | $5,098-36.2% | $4,139-21.4% |
| Admin fee / account holder | $50,291 | $9,013+458.0% | $12,098+315.7% | $7,234+595.2% |