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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 | $81,358+58.8% | $155,556-16.9% | $80,959+59.6% |
| Participation rate | 60.6% | 66.3%-5.7pp | 78.2%-17.6pp | 67.7%-7.1pp |
| Annual return | 9.67% | 33.39%-23.7pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,546 | $3,106-50.2% | $4,675-66.9% | $2,757-43.9% |
| Participant deferral / active EE | $3,322 | $3,455-3.9% | $5,631-41.0% | $4,300-22.8% |
| Admin fee / account holder | $17,236 | $7,994+115.6% | $15,885+8.5% | $6,925+148.9% |