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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 | $93,692+33.3% | $116,538+7.2% | $86,983+43.6% |
| Participation rate | 30.8% | 79.6%-48.9pp | 82.6%-51.8pp | 69.5%-38.8pp |
| Annual return | 10.02% | 26.00%-16.0pp | 17.97%-7.9pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,219 | $3,831-68.2% | $4,541-73.2% | $2,584-52.9% |
| Participant deferral / active EE | $3,486 | $5,612-37.9% | $6,207-43.8% | $4,194-16.9% |
| Admin fee / account holder | $12,403 | $7,586+63.5% | $8,737+41.9% | $7,856+57.9% |