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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 | $130,815 | $95,404+37.1% | $113,397+15.4% | $82,637+58.3% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.5%-28.0pp | 68.1%-19.6pp |
| Annual return | 10.45% | 19.08%-8.6pp | 23.20%-12.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,264 | $2,307-45.2% | $2,977-57.6% | $2,552-50.5% |
| Participant deferral / active EE | $2,629 | $4,220-37.7% | $5,076-48.2% | $4,126-36.3% |
| Admin fee / account holder | $877 | $9,168-90.4% | $11,957-92.7% | $7,339-88.0% |