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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 | $124,918 | $96,233+29.8% | $137,474-9.1% | $94,015+32.9% |
| Participation rate | 30.8% | 78.3%-47.6pp | 83.5%-52.7pp | 70.8%-40.1pp |
| Annual return | 10.02% | 16.05%-6.0pp | 11.53%-1.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,219 | $3,713-67.2% | $5,048-75.9% | $2,790-56.3% |
| Participant deferral / active EE | $3,486 | $5,018-30.5% | $6,155-43.4% | $4,249-18.0% |
| Admin fee / account holder | $12,403 | $7,029+76.5% | $10,602+17.0% | $8,951+38.6% |