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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 | $128,208 | $65,364+96.1% | $92,909+38.0% | $72,975+75.7% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.0%-33.1pp | 69.5%-26.6pp |
| Annual return | 13.56% | 42.11%-28.5pp | 109.44%-95.9pp | 81.01%-67.5pp |
| Employer contribution / active EE | $956 | $2,594-63.2% | $3,653-73.8% | $2,440-60.8% |
| Participant deferral / active EE | $2,471 | $3,128-21.0% | $4,238-41.7% | $3,608-31.5% |
| Admin fee / account holder | $5,103 | $4,251+20.0% | $5,795-11.9% | $5,124-0.4% |