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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 | $130,099 | $101,950+27.6% | $125,529+3.6% | $86,983+49.6% |
| Participation rate | 52.5% | 70.2%-17.7pp | 74.7%-22.2pp | 69.5%-17.0pp |
| Annual return | 8.98% | 18.29%-9.3pp | 202.56%-193.6pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,513 | $2,358-35.9% | $3,058-50.5% | $2,584-41.5% |
| Participant deferral / active EE | $3,159 | $3,862-18.2% | $4,813-34.4% | $4,194-24.7% |
| Admin fee / account holder | $82,599 | $12,791+545.8% | $16,298+406.8% | $7,856+951.4% |