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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 | $123,841 | $45,312+173.3% | $86,233+43.6% | $67,986+82.2% |
| Participation rate | 27.9% | 42.4%-14.5pp | 69.0%-41.1pp | 57.2%-29.3pp |
| Annual return | 13.13% | 24.79%-11.7pp | 61.39%-48.3pp | 31.67%-18.5pp |
| Employer contribution / active EE | $136 | $1,160-88.3% | $2,504-94.6% | $2,019-93.3% |
| Participant deferral / active EE | $3,684 | $2,185+68.6% | $4,559-19.2% | $3,358+9.7% |
| Admin fee / account holder | $9,847 | $3,295+198.9% | $8,342+18.0% | $3,203+207.4% |