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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 | $126,693 | $65,034+94.8% | $90,970+39.3% | $79,856+58.7% |
| Participation rate | 42.9% | 61.6%-18.8pp | 69.0%-26.2pp | 69.6%-26.8pp |
| Annual return | 8.77% | 30.45%-21.7pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $966 | $1,247-22.6% | $2,122-54.5% | $2,471-60.9% |
| Participant deferral / active EE | $3,676 | $2,512+46.3% | $3,373+9.0% | $3,741-1.7% |
| Admin fee / account holder | $2,692 | $4,536-40.7% | $5,961-54.8% | $5,306-49.3% |