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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 | $125,761 | $97,648+28.8% | $121,663+3.4% | $87,485+43.8% |
| Participation rate | 48.0% | 70.5%-22.5pp | 74.5%-26.5pp | 68.9%-20.9pp |
| Annual return | 9.97% | 18.03%-8.1pp | 147.54%-137.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,763 | $2,300-23.4% | $3,020-41.6% | $2,596-32.1% |
| Participant deferral / active EE | $4,701 | $3,923+19.8% | $4,887-3.8% | $4,274+10.0% |
| Admin fee / account holder | $36,067 | $11,100+224.9% | $14,289+152.4% | $7,775+363.9% |