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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 | $125,364 | $48,053+160.9% | $84,623+48.1% | $72,983+71.8% |
| Participation rate | 47.1% | 57.6%-10.5pp | 68.2%-21.2pp | 69.5%-22.4pp |
| Annual return | 13.69% | 37.39%-23.7pp | 258.77%-245.1pp | 81.01%-67.3pp |
| Employer contribution / active EE | $435 | $1,602-72.8% | $2,652-83.6% | $2,440-82.2% |
| Participant deferral / active EE | $3,829 | $2,681+42.8% | $3,899-1.8% | $3,608+6.1% |
| Admin fee / account holder | $1,277 | $3,395-62.4% | $4,913-74.0% | $5,124-75.1% |