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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 | $130,737 | $76,564+70.8% | $105,582+23.8% | $94,015+39.1% |
| Participation rate | 37.5% | 65.2%-27.7pp | 71.8%-34.3pp | 70.8%-33.3pp |
| Annual return | 10.96% | 20.69%-9.7pp | 18.61%-7.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $1,066 | $1,995-46.6% | $2,984-64.3% | $2,790-61.8% |
| Participant deferral / active EE | $1,713 | $3,320-48.4% | $4,353-60.6% | $4,249-59.7% |
| Admin fee / account holder | $13,304 | $7,129+86.6% | $12,856+3.5% | $8,951+48.6% |