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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 | $94,031+38.4% | $115,768+12.4% | $82,448+57.8% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.4%-21.9pp | 68.1%-15.6pp |
| Annual return | 8.98% | 20.61%-11.6pp | 100.46%-91.5pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,513 | $2,323-34.9% | $2,940-48.5% | $2,551-40.7% |
| Participant deferral / active EE | $3,159 | $3,972-20.5% | $4,917-35.7% | $4,139-23.7% |
| Admin fee / account holder | $82,599 | $10,249+705.9% | $12,439+564.0% | $7,234+1041.8% |