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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 | $128,203 | $88,672+44.6% | $105,223+21.8% | $82,448+55.5% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 8.98% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,090 | $3,048-64.2% | $3,689-70.4% | $2,551-57.3% |
| Participant deferral / active EE | $3,085 | $4,036-23.5% | $5,072-39.2% | $4,139-25.5% |
| Admin fee / account holder | $4,627 | $7,146-35.3% | $8,859-47.8% | $7,234-36.0% |