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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 | $128,219 | $81,476+57.4% | $102,383+25.2% | $80,925+58.4% |
| Participation rate | 37.8% | 66.8%-29.0pp | 74.5%-36.7pp | 67.7%-29.8pp |
| Annual return | 8.75% | 25.59%-16.8pp | 24.94%-16.2pp | 35.65%-26.9pp |
| Employer contribution / active EE | $2,286 | $3,105-26.4% | $3,870-40.9% | $2,756-17.1% |
| Participant deferral / active EE | $5,085 | $3,871+31.4% | $5,060+0.5% | $4,299+18.3% |
| Admin fee / account holder | $52,598 | $6,717+683.0% | $8,391+526.8% | $6,940+657.9% |