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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 | $130,789 | $49,976+161.7% | $66,674+96.2% | $82,637+58.3% |
| Participation rate | 48.1% | 63.1%-14.9pp | 73.7%-25.5pp | 68.1%-19.9pp |
| Annual return | 10.42% | 39.09%-28.7pp | 321.24%-310.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,854 | $1,988-6.7% | $2,620-29.2% | $2,552-27.4% |
| Participant deferral / active EE | $2,969 | $2,847+4.3% | $4,084-27.3% | $4,126-28.0% |
| Admin fee / account holder | $3,909 | $4,594-14.9% | $5,098-23.3% | $7,339-46.7% |