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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 | $125,063 | $106,974+16.9% | $90,796+37.7% | $138,895-10.0% |
| Participation rate | 47.1% | 74.9%-27.8pp | 69.5%-22.4pp | 79.9%-32.9pp |
| Annual return | 9.09% | 20.10%-11.0pp | 19.29%-10.2pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,222 | $2,609-53.2% | $2,294-46.7% | $4,194-70.9% |
| Participant deferral / active EE | $1,555 | $4,455-65.1% | $3,822-59.3% | $6,396-75.7% |
| Admin fee / account holder | $33,470 | $8,626+288.0% | $7,024+376.5% | $12,562+166.4% |