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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 | $139,770 | $83,485+67.4% | $125,192+11.6% | $72,975+91.5% |
| Participation rate | 38.9% | 73.3%-34.4pp | 79.8%-40.9pp | 69.5%-30.6pp |
| Annual return | 12.73% | 25.77%-13.0pp | 43.79%-31.1pp | 81.01%-68.3pp |
| Employer contribution / active EE | $1,526 | $2,346-35.0% | $3,866-60.5% | $2,440-37.5% |
| Participant deferral / active EE | $3,123 | $3,586-12.9% | $4,937-36.8% | $3,608-13.4% |
| Admin fee / account holder | $3,238 | $5,518-41.3% | $9,704-66.6% | $5,124-36.8% |