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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 | $124,288 | $93,055+33.6% | $153,741-19.2% | $80,959+53.5% |
| Participation rate | 37.3% | 69.0%-31.7pp | 77.1%-39.8pp | 67.7%-30.4pp |
| Annual return | 10.61% | 19.97%-9.4pp | 15.71%-5.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,485 | $3,504-57.6% | $5,042-70.6% | $2,757-46.2% |
| Participant deferral / active EE | $2,845 | $5,172-45.0% | $6,757-57.9% | $4,300-33.8% |
| Admin fee / account holder | $28,135 | $8,881+216.8% | $12,749+120.7% | $6,925+306.3% |