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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 | $130,081 | $52,978+145.5% | $116,096+12.0% | $65,306+99.2% |
| Participation rate | 37.1% | 51.6%-14.5pp | 73.3%-36.2pp | 57.7%-20.5pp |
| Annual return | 12.31% | 27.83%-15.5pp | 326.25%-313.9pp | 21.94%-9.6pp |
| Employer contribution / active EE | $822 | $1,182-30.5% | $2,503-67.2% | $1,967-58.2% |
| Participant deferral / active EE | $2,243 | $2,197+2.1% | $3,952-43.3% | $2,959-24.2% |
| Admin fee / account holder | $6,353 | $2,820+125.3% | $7,704-17.5% | $3,480+82.6% |