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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 | $132,579 | $99,345+33.5% | $84,753+56.4% | $273,972-51.6% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 0.49% | 22.93%-22.4pp | 22.78%-22.3pp | 41.46%-41.0pp |
| Employer contribution / active EE | $771 | $4,214-81.7% | $3,574-78.4% | $4,869-84.2% |
| Participant deferral / active EE | $5,448 | $4,270+27.6% | $3,712+46.8% | $5,287+3.0% |
| Admin fee / account holder | $24,440 | $6,645+267.8% | $5,333+358.3% | $10,133+141.2% |