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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 | $141,016 | $88,672+59.0% | $105,223+34.0% | $82,448+71.0% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 11.76% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,864 | $3,048-38.8% | $3,689-49.5% | $2,551-26.9% |
| Participant deferral / active EE | $4,466 | $4,036+10.7% | $5,072-11.9% | $4,139+7.9% |
| Admin fee / account holder | $2,902 | $7,146-59.4% | $8,859-67.2% | $7,234-59.9% |