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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 | $129,106 | $43,075+199.7% | $74,577+73.1% | $62,881+105.3% |
| Participation rate | 8.8% | 58.1%-49.2pp | 68.1%-59.3pp | 69.3%-60.5pp |
| Annual return | 4.58% | 17.50%-12.9pp | 20.47%-15.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $224 | $1,498-85.0% | $2,525-91.1% | $2,281-90.2% |
| Participant deferral / active EE | $950 | $2,389-60.2% | $3,458-72.5% | $3,203-70.3% |
| Admin fee / account holder | $939 | $2,840-66.9% | $4,138-77.3% | $4,296-78.1% |