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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 | $81,262+63.0% | $155,602-14.8% | $80,911+63.8% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.1pp | 67.6%-43.5pp |
| Annual return | 10.48% | 33.34%-22.9pp | 64.81%-54.3pp | 35.63%-25.1pp |
| Employer contribution / active EE | $955 | $3,102-69.2% | $4,675-79.6% | $2,756-65.3% |
| Participant deferral / active EE | $2,536 | $3,451-26.5% | $5,629-54.9% | $4,297-41.0% |
| Admin fee / account holder | $11,014 | $7,992+37.8% | $15,923-30.8% | $6,935+58.8% |