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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 | $135,762 | $82,133+65.3% | $147,318-7.8% | $64,097+111.8% |
| Participation rate | 27.7% | 62.3%-34.5pp | 82.1%-54.3pp | 55.2%-27.4pp |
| Annual return | 11.41% | 78.78%-67.4pp | 70.43%-59.0pp | 34.64%-23.2pp |
| Employer contribution / active EE | $483 | $2,872-83.2% | $4,593-89.5% | $1,891-74.5% |
| Participant deferral / active EE | $1,405 | $5,407-74.0% | $7,906-82.2% | $3,080-54.4% |
| Admin fee / account holder | $10,741 | $3,730+188.0% | $13,708-21.6% | $3,454+210.9% |