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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 | $122,727 | $108,825+12.8% | $156,181-21.4% | $82,448+48.9% |
| Participation rate | 37.8% | 72.4%-34.5pp | 78.8%-41.0pp | 68.1%-30.2pp |
| Annual return | 12.22% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,295 | $2,870-54.9% | $4,294-69.8% | $2,551-49.2% |
| Participant deferral / active EE | $2,464 | $4,577-46.2% | $6,132-59.8% | $4,139-40.5% |
| Admin fee / account holder | $16,627 | $9,341+78.0% | $14,586+14.0% | $7,234+129.8% |