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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 | $83,898+49.1% | $133,346-6.2% | $94,015+33.0% |
| Participation rate | 37.9% | 63.4%-25.5pp | 72.8%-35.0pp | 70.8%-32.9pp |
| Annual return | 7.91% | 16.00%-8.1pp | 36.85%-28.9pp | 17.84%-9.9pp |
| Employer contribution / active EE | $856 | $1,821-53.0% | $2,853-70.0% | $2,790-69.3% |
| Participant deferral / active EE | $3,411 | $3,245+5.1% | $4,332-21.3% | $4,249-19.7% |
| Admin fee / account holder | $127,888 | $7,809+1537.8% | $14,264+796.6% | $8,951+1328.7% |