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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 | $119,107 | $81,262+46.6% | $155,602-23.5% | $80,911+47.2% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 8.48% | 33.34%-24.9pp | 64.81%-56.3pp | 35.63%-27.2pp |
| Employer contribution / active EE | $1,589 | $3,102-48.8% | $4,675-66.0% | $2,756-42.3% |
| Participant deferral / active EE | $3,990 | $3,451+15.6% | $5,629-29.1% | $4,297-7.1% |
| Admin fee / account holder | $15,903 | $7,992+99.0% | $15,923-0.1% | $6,935+129.3% |