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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 | $87,878+42.1% | $97,411+28.2% | $82,637+51.2% |
| Participation rate | 30.8% | 75.6%-44.8pp | 80.4%-49.6pp | 68.1%-37.3pp |
| Annual return | 10.02% | 54.63%-44.6pp | 34.72%-24.7pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,219 | $3,800-67.9% | $4,210-71.1% | $2,552-52.3% |
| Participant deferral / active EE | $3,486 | $5,525-36.9% | $5,886-40.8% | $4,126-15.5% |
| Admin fee / account holder | $12,403 | $6,743+83.9% | $7,145+73.6% | $7,339+69.0% |