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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 | $125,055 | $73,787+69.5% | $98,716+26.7% | $82,448+51.7% |
| Participation rate | 37.9% | 61.4%-23.5pp | 69.3%-31.4pp | 68.1%-30.2pp |
| Annual return | 7.91% | 18.57%-10.7pp | 31.81%-23.9pp | 41.64%-33.7pp |
| Employer contribution / active EE | $856 | $1,511-43.3% | $2,279-62.4% | $2,551-66.4% |
| Participant deferral / active EE | $3,411 | $3,081+10.7% | $4,048-15.7% | $4,139-17.6% |
| Admin fee / account holder | $127,888 | $6,500+1867.5% | $8,703+1369.5% | $7,234+1667.8% |