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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 | $122,350 | $56,116+118.0% | $135,768-9.9% | $86,983+40.7% |
| Participation rate | 38.0% | 60.1%-22.2pp | 71.1%-33.1pp | 69.5%-31.6pp |
| Annual return | 3.37% | 125.33%-122.0pp | 526.10%-522.7pp | 25.83%-22.5pp |
| Employer contribution / active EE | $1,119 | $1,528-26.7% | $3,394-67.0% | $2,584-56.7% |
| Participant deferral / active EE | $2,528 | $2,690-6.0% | $3,977-36.4% | $4,194-39.7% |
| Admin fee / account holder | $2,536 | $4,314-41.2% | $7,048-64.0% | $7,856-67.7% |