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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 | $142,646 | $94,031+51.7% | $115,768+23.2% | $82,448+73.0% |
| Participation rate | 61.8% | 70.4%-8.6pp | 74.4%-12.6pp | 68.1%-6.2pp |
| Annual return | 12.02% | 20.61%-8.6pp | 100.46%-88.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,235 | $2,323-46.8% | $2,940-58.0% | $2,551-51.6% |
| Participant deferral / active EE | $2,588 | $3,972-34.8% | $4,917-47.4% | $4,139-37.5% |
| Admin fee / account holder | $2,704 | $10,249-73.6% | $12,439-78.3% | $7,234-62.6% |