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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 | $139,049 | $72,273+92.4% | $101,275+37.3% | $79,856+74.1% |
| Participation rate | 62.0% | 68.5%-6.5pp | 75.8%-13.8pp | 69.6%-7.6pp |
| Annual return | 3.44% | 22.30%-18.9pp | 46.48%-43.0pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,577 | $2,691-41.4% | $3,660-56.9% | $2,471-36.2% |
| Participant deferral / active EE | $5,268 | $3,282+60.5% | $4,371+20.5% | $3,741+40.8% |
| Admin fee / account holder | $959 | $4,401-78.2% | $5,948-83.9% | $5,306-81.9% |