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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 | $136,235 | $93,345+45.9% | $119,126+14.4% | $87,485+55.7% |
| Participation rate | 51.6% | 68.7%-17.1pp | 75.8%-24.1pp | 68.9%-17.3pp |
| Annual return | 4.46% | 19.08%-14.6pp | 282.11%-277.6pp | 26.06%-21.6pp |
| Employer contribution / active EE | $1,505 | $3,172-52.5% | $4,034-62.7% | $2,596-42.0% |
| Participant deferral / active EE | $2,412 | $4,099-41.2% | $5,318-54.6% | $4,274-43.6% |
| Admin fee / account holder | $2,153 | $8,039-73.2% | $10,693-79.9% | $7,775-72.3% |