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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 | $97,550+44.9% | $120,344+17.5% | $87,485+61.6% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.7%-36.7pp | 68.9%-28.9pp |
| Annual return | 7.88% | 18.41%-10.5pp | 20.30%-12.4pp | 26.06%-18.2pp |
| Employer contribution / active EE | $1,153 | $2,291-49.7% | $3,020-61.8% | $2,596-55.6% |
| Participant deferral / active EE | $2,665 | $4,230-37.0% | $5,135-48.1% | $4,274-37.6% |
| Admin fee / account holder | $34,365 | $9,543+260.1% | $12,742+169.7% | $7,775+342.0% |