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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 | $128,044 | $86,949+47.3% | $102,460+25.0% | $80,959+58.2% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.3pp | 67.7%-8.4pp |
| Annual return | 8.34% | 18.89%-10.6pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,987 | $2,370-16.2% | $3,025-34.3% | $2,757-27.9% |
| Participant deferral / active EE | $4,669 | $4,121+13.3% | $5,056-7.7% | $4,300+8.6% |
| Admin fee / account holder | $37,569 | $8,048+366.8% | $9,460+297.1% | $6,925+442.5% |