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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 | $140,148 | $59,123+137.0% | $77,183+81.6% | $75,181+86.4% |
| Participation rate | 54.4% | 63.9%-9.5pp | 69.6%-15.2pp | 67.2%-12.8pp |
| Annual return | 12.22% | 26.72%-14.5pp | 37.89%-25.7pp | 160.69%-148.5pp |
| Employer contribution / active EE | $1,255 | $1,996-37.1% | $2,534-50.5% | $2,671-53.0% |
| Participant deferral / active EE | $3,586 | $2,999+19.6% | $3,833-6.4% | $4,126-13.1% |
| Admin fee / account holder | $3,748 | $4,776-21.5% | $5,475-31.5% | $5,650-33.7% |