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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 | $141,861 | $101,798+39.4% | $165,071-14.1% | $80,935+75.3% |
| Participation rate | 42.5% | 71.8%-29.3pp | 78.6%-36.1pp | 67.7%-25.2pp |
| Annual return | 10.01% | 16.73%-6.7pp | 70.17%-60.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $2,129 | $2,954-28.0% | $4,347-51.0% | $2,757-22.8% |
| Participant deferral / active EE | $4,281 | $4,476-4.4% | $6,035-29.1% | $4,299-0.4% |
| Admin fee / account holder | $46,583 | $8,221+466.6% | $12,695+266.9% | $6,924+572.7% |