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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 | $127,139 | $86,940+46.2% | $102,434+24.1% | $80,935+57.1% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.7%-9.0pp |
| Annual return | 9.08% | 18.89%-9.8pp | 29.46%-20.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,670 | $2,370-29.5% | $3,023-44.8% | $2,757-39.4% |
| Participant deferral / active EE | $3,619 | $4,121-12.2% | $5,055-28.4% | $4,299-15.8% |
| Admin fee / account holder | $1,155 | $8,047-85.6% | $9,462-87.8% | $6,924-83.3% |