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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 | $133,249 | $86,938+53.3% | $102,423+30.1% | $80,925+64.7% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.7%-13.0pp |
| Annual return | 7.36% | 18.89%-11.5pp | 29.42%-22.1pp | 35.65%-28.3pp |
| Employer contribution / active EE | $1,699 | $2,369-28.3% | $3,023-43.8% | $2,756-38.4% |
| Participant deferral / active EE | $3,338 | $4,120-19.0% | $5,054-34.0% | $4,299-22.4% |
| Admin fee / account holder | $37,417 | $8,053+364.7% | $9,455+295.8% | $6,940+439.1% |