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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 | $120,169 | $56,894+111.2% | $84,753+41.8% | $62,881+91.1% |
| Participation rate | 37.0% | 68.5%-31.5pp | 76.6%-39.6pp | 69.3%-32.3pp |
| Annual return | 3.92% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,253 | $2,400-47.8% | $3,574-64.9% | $2,281-45.1% |
| Participant deferral / active EE | $2,801 | $2,709+3.4% | $3,712-24.5% | $3,203-12.6% |
| Admin fee / account holder | $4,114 | $3,581+14.9% | $5,333-22.9% | $4,296-4.2% |