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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 | $139,062 | $66,431+109.3% | $109,916+26.5% | $85,851+62.0% |
| Participation rate | 14.3% | 63.9%-49.6pp | 74.2%-59.9pp | 69.3%-55.0pp |
| Annual return | 11.41% | 19.59%-8.2pp | 29.46%-18.0pp | 318.63%-307.2pp |
| Employer contribution / active EE | $734 | $1,688-56.5% | $2,844-74.2% | $2,565-71.4% |
| Participant deferral / active EE | $2,062 | $2,844-27.5% | $4,047-49.0% | $3,952-47.8% |
| Admin fee / account holder | $1,483 | $4,559-67.5% | $6,069-75.6% | $6,261-76.3% |