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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 | $100,194+41.1% | $122,979+14.9% | $86,983+62.5% |
| Participation rate | 40.0% | 73.0%-33.0pp | 77.2%-37.2pp | 69.5%-29.5pp |
| Annual return | 7.88% | 16.47%-8.6pp | 20.12%-12.2pp | 25.83%-18.0pp |
| Employer contribution / active EE | $1,153 | $2,326-50.4% | $3,062-62.3% | $2,584-55.4% |
| Participant deferral / active EE | $2,665 | $4,133-35.5% | $5,003-46.7% | $4,194-36.5% |
| Admin fee / account holder | $34,365 | $10,148+238.6% | $12,864+167.1% | $7,856+337.4% |