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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 | $115,369 | $58,057+98.7% | $97,032+18.9% | $86,983+32.6% |
| Participation rate | 28.3% | 60.4%-32.1pp | 71.6%-43.3pp | 69.5%-41.3pp |
| Annual return | 11.46% | 22.26%-10.8pp | 35.38%-23.9pp | 25.83%-14.4pp |
| Employer contribution / active EE | $1,290 | $1,663-22.5% | $2,629-50.9% | $2,584-50.1% |
| Participant deferral / active EE | $2,327 | $3,244-28.3% | $4,672-50.2% | $4,194-44.5% |
| Admin fee / account holder | $16,490 | $4,839+240.8% | $9,418+75.1% | $7,856+109.9% |