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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 | $120,421 | $24,891+383.8% | $69,623+73.0% | $74,459+61.7% |
| Participation rate | 27.5% | 63.4%-35.9pp | 66.4%-38.9pp | 67.2%-39.7pp |
| Annual return | 8.70% | 18.53%-9.8pp | 101.23%-92.5pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $1,086 | $1,005+8.1% | $1,709-36.4% | $2,626-58.6% |
| Participant deferral / active EE | $1,883 | $1,908-1.3% | $2,890-34.8% | $4,350-56.7% |
| Admin fee / account holder | $2,047 | $1,904+7.5% | $4,696-56.4% | $1,945+5.3% |