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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 | $115,631 | $80,705+43.3% | $115,768-0.1% | $67,986+70.1% |
| Participation rate | 37.9% | 63.0%-25.1pp | 74.4%-36.5pp | 57.2%-19.3pp |
| Annual return | 12.06% | 18.49%-6.4pp | 100.46%-88.4pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,090 | $2,046-46.7% | $2,940-62.9% | $2,019-46.0% |
| Participant deferral / active EE | $1,967 | $3,559-44.7% | $4,917-60.0% | $3,358-41.4% |
| Admin fee / account holder | $18,091 | $4,135+337.5% | $12,439+45.4% | $3,203+464.8% |