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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 | $141,358 | $104,098+35.8% | $140,514+0.6% | $94,015+50.4% |
| Participation rate | 40.0% | 73.7%-33.7pp | 77.8%-37.8pp | 70.8%-30.8pp |
| Annual return | 7.88% | 15.14%-7.3pp | 14.36%-6.5pp | 17.84%-10.0pp |
| Employer contribution / active EE | $1,153 | $2,388-51.7% | $3,378-65.9% | $2,790-58.7% |
| Participant deferral / active EE | $2,665 | $4,033-33.9% | $4,919-45.8% | $4,249-37.3% |
| Admin fee / account holder | $34,365 | $10,439+229.2% | $13,697+150.9% | $8,951+283.9% |