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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 | $129,212 | $81,233+59.1% | $155,567-16.9% | $80,874+59.8% |
| Participation rate | 60.6% | 66.2%-5.6pp | 78.2%-17.6pp | 67.6%-7.0pp |
| Annual return | 9.67% | 33.33%-23.7pp | 64.74%-55.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,546 | $3,101-50.2% | $4,674-66.9% | $2,756-43.9% |
| Participant deferral / active EE | $3,322 | $3,452-3.8% | $5,628-41.0% | $4,297-22.7% |
| Admin fee / account holder | $17,236 | $7,998+115.5% | $15,916+8.3% | $6,935+148.5% |