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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 | $119,927 | $89,259+34.4% | $107,187+11.9% | $82,637+45.1% |
| Participation rate | 33.9% | 67.9%-34.1pp | 75.0%-41.1pp | 68.1%-34.2pp |
| Annual return | 10.37% | 21.02%-10.7pp | 204.55%-194.2pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,166 | $3,080-62.2% | $3,782-69.2% | $2,552-54.3% |
| Participant deferral / active EE | $3,005 | $4,037-25.6% | $5,096-41.0% | $4,126-27.2% |
| Admin fee / account holder | $13,540 | $7,381+83.4% | $9,162+47.8% | $7,339+84.5% |