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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 | $121,481 | $88,672+37.0% | $105,223+15.5% | $82,448+47.3% |
| Participation rate | 43.0% | 67.9%-24.9pp | 75.0%-32.0pp | 68.1%-25.1pp |
| Annual return | 5.60% | 30.86%-25.3pp | 180.65%-175.1pp | 41.64%-36.0pp |
| Employer contribution / active EE | $1,541 | $3,048-49.4% | $3,689-58.2% | $2,551-39.6% |
| Participant deferral / active EE | $2,741 | $4,036-32.1% | $5,072-46.0% | $4,139-33.8% |
| Admin fee / account holder | $917 | $7,146-87.2% | $8,859-89.6% | $7,234-87.3% |