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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 | $129,228 | $60,349+114.1% | $74,184+74.2% | $62,881+105.5% |
| Participation rate | 35.9% | 72.7%-36.8pp | 76.6%-40.7pp | 69.3%-33.4pp |
| Annual return | 2.21% | 21.38%-19.2pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,303 | $1,680-22.5% | $2,370-45.0% | $2,281-42.9% |
| Participant deferral / active EE | $3,367 | $2,856+17.9% | $3,550-5.1% | $3,203+5.1% |
| Admin fee / account holder | $2,002 | $4,261-53.0% | $5,586-64.2% | $4,296-53.4% |