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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 | $129,845 | $81,504+59.3% | $102,437+26.8% | $80,959+60.4% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 9.42% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,404 | $3,104-22.6% | $3,871-37.9% | $2,757-12.8% |
| Participant deferral / active EE | $4,691 | $3,871+21.2% | $5,060-7.3% | $4,300+9.1% |
| Admin fee / account holder | $36,347 | $6,719+440.9% | $8,388+333.3% | $6,925+424.8% |