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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 | $58,627+123.0% | $76,735+70.4% | $82,448+58.6% |
| Participation rate | 37.5% | 63.2%-25.7pp | 69.5%-32.0pp | 68.1%-30.6pp |
| Annual return | 10.96% | 39.10%-28.1pp | 29.77%-18.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,066 | $1,729-38.4% | $2,454-56.6% | $2,551-58.2% |
| Participant deferral / active EE | $1,713 | $3,134-45.3% | $4,088-58.1% | $4,139-58.6% |
| Admin fee / account holder | $13,304 | $5,323+150.0% | $7,189+85.1% | $7,234+83.9% |