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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 | $121,463 | $79,449+52.9% | $189,575-35.9% | $85,847+41.5% |
| Participation rate | 31.9% | 66.0%-34.0pp | 78.4%-46.5pp | 69.3%-37.4pp |
| Annual return | 10.62% | 18.45%-7.8pp | 64.19%-53.6pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,067 | $2,081-48.7% | $4,412-75.8% | $2,565-58.4% |
| Participant deferral / active EE | $2,753 | $4,051-32.0% | $6,174-55.4% | $3,952-30.3% |
| Admin fee / account holder | $7,712 | $5,377+43.4% | $9,806-21.3% | $6,261+23.2% |