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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 | $120,187 | $76,551+57.0% | $123,894-3.0% | $62,881+91.1% |
| Participation rate | 45.2% | 73.0%-27.8pp | 81.4%-36.2pp | 69.3%-24.1pp |
| Annual return | 2.20% | 18.68%-16.5pp | 47.52%-45.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,706 | $2,882-6.1% | $4,617-41.4% | $2,281+18.7% |
| Participant deferral / active EE | $3,313 | $4,840-31.6% | $5,984-44.6% | $3,203+3.4% |
| Admin fee / account holder | $54,146 | $4,826+1022.0% | $8,357+547.9% | $4,296+1160.5% |