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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 | $130,349 | $76,834+69.7% | $108,359+20.3% | $87,485+49.0% |
| Participation rate | 42.5% | 61.7%-19.2pp | 70.1%-27.6pp | 68.9%-26.4pp |
| Annual return | 8.53% | 19.09%-10.6pp | 36.89%-28.4pp | 26.06%-17.5pp |
| Employer contribution / active EE | $1,000 | $1,556-35.8% | $2,399-58.3% | $2,596-61.5% |
| Participant deferral / active EE | $1,561 | $3,100-49.7% | $4,137-62.3% | $4,274-63.5% |
| Admin fee / account holder | $10,862 | $6,537+66.2% | $9,741+11.5% | $7,775+39.7% |