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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 | $119,117 | $71,208+67.3% | $93,681+27.2% | $80,911+47.2% |
| Participation rate | 21.9% | 60.4%-38.5pp | 68.7%-46.9pp | 67.6%-45.8pp |
| Annual return | 9.83% | 11.27%-1.4pp | 133.47%-123.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $386 | $1,564-75.3% | $2,422-84.1% | $2,756-86.0% |
| Participant deferral / active EE | $1,995 | $4,035-50.6% | $4,415-54.8% | $4,297-53.6% |
| Admin fee / account holder | $14,710 | $6,951+111.6% | $8,290+77.4% | $6,935+112.1% |