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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 | $93,345+37.3% | $119,126+7.6% | $87,485+46.5% |
| Participation rate | 33.3% | 68.7%-35.4pp | 75.8%-42.4pp | 68.9%-35.6pp |
| Annual return | 8.98% | 19.08%-10.1pp | 282.11%-273.1pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,090 | $3,172-65.6% | $4,034-73.0% | $2,596-58.0% |
| Participant deferral / active EE | $3,085 | $4,099-24.7% | $5,318-42.0% | $4,274-27.8% |
| Admin fee / account holder | $4,627 | $8,039-42.4% | $10,693-56.7% | $7,775-40.5% |