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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 | $138,697 | $81,487+70.2% | $102,412+35.4% | $80,935+71.4% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.3pp | 67.7%-21.5pp |
| Annual return | 9.53% | 25.60%-16.1pp | 24.94%-15.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,536 | $3,103-50.5% | $3,870-60.3% | $2,757-44.3% |
| Participant deferral / active EE | $2,024 | $3,871-47.7% | $5,060-60.0% | $4,299-52.9% |
| Admin fee / account holder | $77,327 | $6,717+1051.2% | $8,388+821.9% | $6,924+1016.7% |