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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 | $59,440+59.4% | $78,004+21.4% | $82,637+14.6% |
| Participation rate | 40.0% | 62.8%-22.8pp | 69.4%-29.4pp | 68.1%-28.1pp |
| Annual return | 10.68% | 40.24%-29.6pp | 31.07%-20.4pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,241 | $1,750-29.1% | $2,469-49.7% | $2,552-51.4% |
| Participant deferral / active EE | $3,133 | $3,138-0.2% | $4,092-23.4% | $4,126-24.1% |
| Admin fee / account holder | $20,040 | $5,504+264.1% | $7,578+164.5% | $7,339+173.1% |