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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 | $140,115 | $89,259+57.0% | $107,187+30.7% | $82,637+69.6% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 10.98% | 21.02%-10.0pp | 204.55%-193.6pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,001 | $3,080-67.5% | $3,782-73.5% | $2,552-60.8% |
| Participant deferral / active EE | $3,329 | $4,037-17.5% | $5,096-34.7% | $4,126-19.3% |
| Admin fee / account holder | $21,928 | $7,381+197.1% | $9,162+139.3% | $7,339+198.8% |