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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 | $121,041 | $52,836+129.1% | $105,736+14.5% | $64,173+88.6% |
| Participation rate | 35.6% | 66.5%-31.0pp | 76.3%-40.8pp | 69.6%-34.0pp |
| Annual return | -7.98% | 14.30%-22.3pp | 6.27%-14.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,156 | $1,827-36.7% | $3,268-64.6% | $2,381-51.4% |
| Participant deferral / active EE | $2,042 | $2,545-19.8% | $4,080-50.0% | $3,470-41.2% |
| Admin fee / account holder | $811 | $3,959-79.5% | $6,913-88.3% | $4,887-83.4% |