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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 | $136,772 | $49,255+177.7% | $70,494+94.0% | $79,856+71.3% |
| Participation rate | 20.0% | 69.2%-49.2pp | 75.1%-55.1pp | 69.6%-49.6pp |
| Annual return | 1.40% | 30.10%-28.7pp | 109.16%-107.8pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,115 | $2,100-46.9% | $2,738-59.3% | $2,471-54.9% |
| Participant deferral / active EE | $1,856 | $2,768-33.0% | $3,711-50.0% | $3,741-50.4% |
| Admin fee / account holder | $2,304 | $2,879-20.0% | $3,848-40.1% | $5,306-56.6% |