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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 | $134,211 | $101,798+31.8% | $165,071-18.7% | $80,935+65.8% |
| Participation rate | 51.9% | 71.8%-19.9pp | 78.6%-26.7pp | 67.7%-15.7pp |
| Annual return | 10.27% | 16.73%-6.5pp | 70.17%-59.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,223 | $2,954-58.6% | $4,347-71.9% | $2,757-55.6% |
| Participant deferral / active EE | $2,342 | $4,476-47.7% | $6,035-61.2% | $4,299-45.5% |
| Admin fee / account holder | $1,358 | $8,221-83.5% | $12,695-89.3% | $6,924-80.4% |