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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 | $122,350 | $65,961+85.5% | $180,320-32.1% | $94,015+30.1% |
| Participation rate | 38.0% | 61.3%-23.3pp | 71.5%-33.6pp | 70.8%-32.8pp |
| Annual return | 3.37% | 14.27%-10.9pp | 778.54%-775.2pp | 17.84%-14.5pp |
| Employer contribution / active EE | $1,119 | $1,737-35.6% | $4,108-72.7% | $2,790-59.9% |
| Participant deferral / active EE | $2,528 | $3,003-15.8% | $4,304-41.3% | $4,249-40.5% |
| Admin fee / account holder | $2,536 | $4,901-48.2% | $10,000-74.6% | $8,951-71.7% |