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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 | $140,870 | $101,752+38.4% | $164,928-14.6% | $80,911+74.1% |
| Participation rate | 31.0% | 71.8%-40.8pp | 78.6%-47.6pp | 67.6%-36.6pp |
| Annual return | 5.00% | 16.73%-11.7pp | 70.08%-65.1pp | 35.63%-30.6pp |
| Employer contribution / active EE | $889 | $2,953-69.9% | $4,343-79.5% | $2,756-67.7% |
| Participant deferral / active EE | $3,726 | $4,477-16.8% | $6,034-38.2% | $4,297-13.3% |
| Admin fee / account holder | $25,391 | $8,218+209.0% | $12,684+100.2% | $6,935+266.2% |