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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 | $133,519 | $81,504+63.8% | $102,437+30.3% | $80,959+64.9% |
| Participation rate | 26.2% | 66.9%-40.7pp | 74.5%-48.4pp | 67.7%-41.5pp |
| Annual return | 9.24% | 25.60%-16.4pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,205 | $3,104-61.2% | $3,871-68.9% | $2,757-56.3% |
| Participant deferral / active EE | $2,678 | $3,871-30.8% | $5,060-47.1% | $4,300-37.7% |
| Admin fee / account holder | $21,192 | $6,719+215.4% | $8,388+152.6% | $6,925+206.0% |