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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 | $118,511 | $65,034+82.2% | $90,970+30.3% | $79,856+48.4% |
| Participation rate | 54.8% | 61.6%-6.8pp | 69.0%-14.2pp | 69.6%-14.8pp |
| Annual return | 6.84% | 30.45%-23.6pp | 134.60%-127.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $914 | $1,247-26.7% | $2,122-56.9% | $2,471-63.0% |
| Participant deferral / active EE | $2,626 | $2,512+4.5% | $3,373-22.1% | $3,741-29.8% |
| Admin fee / account holder | $28,049 | $4,536+518.4% | $5,961+370.6% | $5,306+428.6% |