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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 | $138,655 | $58,627+136.5% | $76,735+80.7% | $82,448+68.2% |
| Participation rate | 58.6% | 63.2%-4.6pp | 69.5%-10.9pp | 68.1%-9.4pp |
| Annual return | 11.26% | 39.10%-27.8pp | 29.77%-18.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,747 | $1,729+1.0% | $2,454-28.8% | $2,551-31.5% |
| Participant deferral / active EE | $3,053 | $3,134-2.6% | $4,088-25.3% | $4,139-26.2% |
| Admin fee / account holder | $86,509 | $5,323+1525.3% | $7,189+1103.3% | $7,234+1095.8% |