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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 | $116,886 | $80,992+44.3% | $96,534+21.1% | $75,173+55.5% |
| Participation rate | 53.8% | 71.8%-17.9pp | 76.0%-22.1pp | 67.2%-13.4pp |
| Annual return | 12.25% | 27.05%-14.8pp | 25.88%-13.6pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,669 | $2,283-26.9% | $2,965-43.7% | $2,671-37.5% |
| Participant deferral / active EE | $4,754 | $3,929+21.0% | $4,851-2.0% | $4,126+15.2% |
| Admin fee / account holder | $25,528 | $6,717+280.0% | $8,253+209.3% | $5,651+351.8% |