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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 | $131,810 | $143,969-8.4% | $199,883-34.1% | $82,637+59.5% |
| Participation rate | 56.0% | 84.1%-28.1pp | 86.8%-30.8pp | 68.1%-12.1pp |
| Annual return | 11.66% | 25.67%-14.0pp | 43.81%-32.2pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,864 | $4,632-59.8% | $6,261-70.2% | $2,552-26.9% |
| Participant deferral / active EE | $3,301 | $6,937-52.4% | $9,138-63.9% | $4,126-20.0% |
| Admin fee / account holder | $7,319 | $14,597-49.9% | $17,268-57.6% | $7,339-0.3% |