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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 | $116,616 | $81,504+43.1% | $102,437+13.8% | $80,959+44.0% |
| Participation rate | 45.6% | 66.9%-21.2pp | 74.5%-28.9pp | 67.7%-22.1pp |
| Annual return | 10.36% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,199 | $3,104-61.4% | $3,871-69.0% | $2,757-56.5% |
| Participant deferral / active EE | $2,308 | $3,871-40.4% | $5,060-54.4% | $4,300-46.3% |
| Admin fee / account holder | $22,124 | $6,719+229.3% | $8,388+163.8% | $6,925+219.5% |