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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 | $132,280 | $52,279+153.0% | $89,435+47.9% | $79,856+65.6% |
| Participation rate | 20.0% | 57.5%-37.5pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 6.48% | 22.16%-15.7pp | 245.55%-239.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $848 | $1,572-46.0% | $2,587-67.2% | $2,471-65.7% |
| Participant deferral / active EE | $1,803 | $2,740-34.2% | $3,890-53.6% | $3,741-51.8% |
| Admin fee / account holder | $1,029 | $3,356-69.3% | $4,884-78.9% | $5,306-80.6% |