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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 | $116,266 | $62,672+85.5% | $185,117-37.2% | $70,124+65.8% |
| Participation rate | 36.2% | 63.8%-27.5pp | 77.3%-41.0pp | 69.5%-33.3pp |
| Annual return | 12.69% | 40.79%-28.1pp | 40.50%-27.8pp | 73.14%-60.5pp |
| Employer contribution / active EE | $977 | $1,753-44.3% | $4,182-76.6% | $2,342-58.3% |
| Participant deferral / active EE | $2,936 | $3,272-10.2% | $5,045-41.8% | $3,332-11.9% |
| Admin fee / account holder | $302 | $3,932-92.3% | $8,159-96.3% | $4,645-93.5% |