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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 | $123,272 | $91,086+35.3% | $203,872-39.5% | $86,983+41.7% |
| Participation rate | 58.5% | 65.8%-7.3pp | 77.8%-19.3pp | 69.5%-11.0pp |
| Annual return | 12.22% | 22.30%-10.1pp | 85.11%-72.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $625 | $2,063-69.7% | $3,757-83.4% | $2,584-75.8% |
| Participant deferral / active EE | $3,224 | $4,019-19.8% | $6,388-49.5% | $4,194-23.1% |
| Admin fee / account holder | $14,493 | $8,987+61.3% | $11,730+23.5% | $7,856+84.5% |