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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 | $124,169 | $77,896+59.4% | $134,172-7.5% | $82,448+50.6% |
| Participation rate | 38.8% | 62.8%-24.0pp | 72.5%-33.7pp | 68.1%-29.3pp |
| Annual return | 12.04% | 18.21%-6.2pp | 25.30%-13.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,275 | $2,159-40.9% | $3,420-62.7% | $2,551-50.0% |
| Participant deferral / active EE | $2,403 | $3,162-24.0% | $4,690-48.8% | $4,139-42.0% |
| Admin fee / account holder | $26,917 | $6,336+324.8% | $12,016+124.0% | $7,234+272.1% |