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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 | $131,236 | $81,403+61.2% | $147,027-10.7% | $87,485+50.0% |
| Participation rate | 19.6% | 63.4%-43.8pp | 73.7%-54.1pp | 68.9%-49.3pp |
| Annual return | 9.88% | 16.51%-6.6pp | 20.23%-10.4pp | 26.06%-16.2pp |
| Employer contribution / active EE | $803 | $2,205-63.6% | $3,626-77.8% | $2,596-69.1% |
| Participant deferral / active EE | $1,426 | $3,315-57.0% | $4,933-71.1% | $4,274-66.6% |
| Admin fee / account holder | $1,636 | $6,755-75.8% | $12,223-86.6% | $7,775-79.0% |