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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 | $125,021 | $81,262+53.8% | $155,602-19.7% | $80,911+54.5% |
| Participation rate | 32.6% | 66.2%-33.7pp | 78.2%-45.6pp | 67.6%-35.1pp |
| Annual return | 9.56% | 33.34%-23.8pp | 64.81%-55.3pp | 35.63%-26.1pp |
| Employer contribution / active EE | $1,126 | $3,102-63.7% | $4,675-75.9% | $2,756-59.1% |
| Participant deferral / active EE | $2,066 | $3,451-40.2% | $5,629-63.3% | $4,297-51.9% |
| Admin fee / account holder | $2,487 | $7,992-68.9% | $15,923-84.4% | $6,935-64.1% |