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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 | $133,054 | $81,457+63.3% | $103,378+28.7% | $80,911+64.4% |
| Participation rate | 42.7% | 66.8%-24.2pp | 74.5%-31.8pp | 67.6%-25.0pp |
| Annual return | 9.67% | 25.58%-15.9pp | 24.91%-15.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,038 | $3,107-66.6% | $3,870-73.2% | $2,756-62.3% |
| Participant deferral / active EE | $3,608 | $3,871-6.8% | $5,058-28.7% | $4,297-16.0% |
| Admin fee / account holder | $7,097 | $6,717+5.7% | $8,401-15.5% | $6,935+2.3% |