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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 | $129,247 | $72,607+78.0% | $90,259+43.2% | $87,485+47.7% |
| Participation rate | 23.1% | 64.8%-41.7pp | 70.7%-47.7pp | 68.9%-45.9pp |
| Annual return | 5.36% | 18.59%-13.2pp | 18.88%-13.5pp | 26.06%-20.7pp |
| Employer contribution / active EE | $1,032 | $1,919-46.2% | $2,291-55.0% | $2,596-60.2% |
| Participant deferral / active EE | $2,890 | $3,055-5.4% | $3,827-24.5% | $4,274-32.4% |
| Admin fee / account holder | $713 | $5,947-88.0% | $7,267-90.2% | $7,775-90.8% |