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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 | $127,135 | $81,358+56.3% | $155,556-18.3% | $80,959+57.0% |
| Participation rate | 52.8% | 66.3%-13.5pp | 78.2%-25.4pp | 67.7%-14.9pp |
| Annual return | 7.02% | 33.39%-26.4pp | 64.84%-57.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $1,833 | $3,106-41.0% | $4,675-60.8% | $2,757-33.5% |
| Participant deferral / active EE | $2,726 | $3,455-21.1% | $5,631-51.6% | $4,300-36.6% |
| Admin fee / account holder | $50,122 | $7,994+527.0% | $15,885+215.5% | $6,925+623.7% |