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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 | $131,293 | $106,749+23.0% | $145,433-9.7% | $82,448+59.2% |
| Participation rate | 63.4% | 75.6%-12.3pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 10.00% | 27.59%-17.6pp | 66.58%-56.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $926 | $3,444-73.1% | $4,554-79.7% | $2,551-63.7% |
| Participant deferral / active EE | $4,024 | $6,519-38.3% | $7,897-49.0% | $4,139-2.8% |
| Admin fee / account holder | $4,219 | $8,390-49.7% | $13,129-67.9% | $7,234-41.7% |