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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 | $77,896+68.5% | $134,172-2.2% | $82,448+59.2% |
| Participation rate | 19.6% | 62.8%-43.1pp | 72.5%-52.8pp | 68.1%-48.4pp |
| Annual return | 9.88% | 18.21%-8.3pp | 25.30%-15.4pp | 41.64%-31.8pp |
| Employer contribution / active EE | $803 | $2,159-62.8% | $3,420-76.5% | $2,551-68.5% |
| Participant deferral / active EE | $1,426 | $3,162-54.9% | $4,690-69.6% | $4,139-65.6% |
| Admin fee / account holder | $1,636 | $6,336-74.2% | $12,016-86.4% | $7,234-77.4% |