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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 | $132,496 | $81,331+62.9% | $155,534-14.8% | $80,935+63.7% |
| Participation rate | 24.1% | 66.3%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 10.48% | 33.37%-22.9pp | 64.92%-54.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $955 | $3,105-69.2% | $4,675-79.6% | $2,757-65.4% |
| Participant deferral / active EE | $2,536 | $3,454-26.6% | $5,630-54.9% | $4,299-41.0% |
| Admin fee / account holder | $11,014 | $7,999+37.7% | $15,900-30.7% | $6,924+59.1% |