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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 | $94,733 | $58,627+61.6% | $76,735+23.5% | $82,448+14.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 10.68% | 39.10%-28.4pp | 29.77%-19.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,241 | $1,729-28.2% | $2,454-49.4% | $2,551-51.4% |
| Participant deferral / active EE | $3,133 | $3,1340% | $4,088-23.3% | $4,139-24.3% |
| Admin fee / account holder | $20,040 | $5,323+276.5% | $7,189+178.7% | $7,234+177.0% |