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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 | $140,268 | $73,978+89.6% | $96,515+45.3% | $75,173+86.6% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.1pp |
| Annual return | 12.74% | 26.72%-14.0pp | 35.73%-23.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,067 | $2,931-63.6% | $3,740-71.5% | $2,671-60.1% |
| Participant deferral / active EE | $3,783 | $3,660+3.4% | $4,880-22.5% | $4,126-8.3% |
| Admin fee / account holder | $14,240 | $5,219+172.9% | $6,735+111.4% | $5,651+152.0% |