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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 | $128,220 | $114,013+12.5% | $103,693+23.7% | $155,188-17.4% |
| Participation rate | 10.0% | 75.2%-65.2pp | 72.6%-62.6pp | 80.8%-70.8pp |
| Annual return | 2.39% | 49.31%-46.9pp | 47.61%-45.2pp | 148.84%-146.4pp |
| Employer contribution / active EE | $432 | $3,131-86.2% | $2,920-85.2% | $4,248-89.8% |
| Participant deferral / active EE | $1,080 | $4,970-78.3% | $4,579-76.4% | $6,531-83.5% |
| Admin fee / account holder | $2,284 | $8,407-72.8% | $7,858-70.9% | $14,480-84.2% |