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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 | $125,092 | $54,757+128.4% | $90,304+38.5% | $72,975+71.4% |
| Participation rate | 49.2% | 65.2%-16.0pp | 73.3%-24.1pp | 69.5%-20.3pp |
| Annual return | 10.68% | 30.63%-19.9pp | 78.13%-67.5pp | 81.01%-70.3pp |
| Employer contribution / active EE | $3,571 | $2,093+70.6% | $2,855+25.1% | $2,440+46.4% |
| Participant deferral / active EE | $1,944 | $2,887-32.7% | $3,885-49.9% | $3,608-46.1% |
| Admin fee / account holder | $1,547 | $3,973-61.1% | $5,354-71.1% | $5,124-69.8% |