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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 | $94,436+37.8% | $115,599+12.5% | $82,637+57.4% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.3%-21.8pp | 68.1%-15.6pp |
| Annual return | 8.98% | 18.37%-9.4pp | 111.10%-102.1pp | 53.51%-44.5pp |
| Employer contribution / active EE | $1,513 | $2,324-34.9% | $2,955-48.8% | $2,552-40.7% |
| Participant deferral / active EE | $3,159 | $3,955-20.1% | $4,889-35.4% | $4,126-23.4% |
| Admin fee / account holder | $82,599 | $10,328+699.8% | $12,841+543.3% | $7,339+1025.5% |