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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 | $142,731 | $81,476+75.2% | $102,383+39.4% | $80,925+76.4% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 8.38% | 25.59%-17.2pp | 24.94%-16.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,484 | $3,105-52.2% | $3,870-61.6% | $2,756-46.1% |
| Participant deferral / active EE | $3,781 | $3,871-2.3% | $5,060-25.3% | $4,299-12.0% |
| Admin fee / account holder | $11,910 | $6,717+77.3% | $8,391+41.9% | $6,940+71.6% |