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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 | $81,262+56.5% | $155,602-18.3% | $80,911+57.1% |
| Participation rate | 52.8% | 66.2%-13.5pp | 78.2%-25.4pp | 67.6%-14.9pp |
| Annual return | 7.02% | 33.34%-26.3pp | 64.81%-57.8pp | 35.63%-28.6pp |
| Employer contribution / active EE | $1,833 | $3,102-40.9% | $4,675-60.8% | $2,756-33.5% |
| Participant deferral / active EE | $2,726 | $3,451-21.0% | $5,629-51.6% | $4,297-36.6% |
| Admin fee / account holder | $50,122 | $7,992+527.2% | $15,923+214.8% | $6,935+622.8% |