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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 | $130,646 | $72,492+80.2% | $87,104+50.0% | $72,975+79.0% |
| Participation rate | 29.6% | 72.8%-43.2pp | 76.9%-47.2pp | 69.5%-39.9pp |
| Annual return | 6.26% | 24.46%-18.2pp | 28.19%-21.9pp | 81.01%-74.7pp |
| Employer contribution / active EE | $1,299 | $1,894-31.4% | $2,521-48.5% | $2,440-46.8% |
| Participant deferral / active EE | $3,931 | $3,270+20.2% | $4,048-2.9% | $3,608+9.0% |
| Admin fee / account holder | $3,148 | $5,055-37.7% | $7,491-58.0% | $5,124-38.6% |