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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 | $125,024 | $108,825+14.9% | $156,181-19.9% | $82,448+51.6% |
| Participation rate | 45.6% | 72.4%-26.8pp | 78.8%-33.2pp | 68.1%-22.5pp |
| Annual return | 11.35% | 20.59%-9.2pp | 64.87%-53.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,238 | $2,870-56.8% | $4,294-71.2% | $2,551-51.5% |
| Participant deferral / active EE | $3,746 | $4,577-18.2% | $6,132-38.9% | $4,139-9.5% |
| Admin fee / account holder | $62,113 | $9,341+565.0% | $14,586+325.8% | $7,234+758.6% |