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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 | $122,684 | $76,834+59.7% | $108,359+13.2% | $87,485+40.2% |
| Participation rate | 57.7% | 61.7%-4.0pp | 70.1%-12.4pp | 68.9%-11.2pp |
| Annual return | 10.41% | 19.09%-8.7pp | 36.89%-26.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,245 | $1,556-20.0% | $2,399-48.1% | $2,596-52.1% |
| Participant deferral / active EE | $2,598 | $3,100-16.2% | $4,137-37.2% | $4,274-39.2% |
| Admin fee / account holder | $2,045 | $6,537-68.7% | $9,741-79.0% | $7,775-73.7% |