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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 | $95,404+29.3% | $113,397+8.8% | $82,637+49.2% |
| Participation rate | 30.5% | 72.8%-42.3pp | 76.5%-46.0pp | 68.1%-37.5pp |
| Annual return | 11.12% | 19.08%-8.0pp | 23.20%-12.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,576 | $2,307-31.7% | $2,977-47.1% | $2,552-38.2% |
| Participant deferral / active EE | $3,252 | $4,220-22.9% | $5,076-35.9% | $4,126-21.2% |
| Admin fee / account holder | $50,291 | $9,168+448.5% | $11,957+320.6% | $7,339+585.3% |