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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 | $134,678 | $105,284+27.9% | $150,734-10.7% | $94,015+43.3% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 8.77% | 15.67%-6.9pp | 600.81%-592.0pp | 17.84%-9.1pp |
| Employer contribution / active EE | $983 | $3,599-72.7% | $4,918-80.0% | $2,790-64.8% |
| Participant deferral / active EE | $2,519 | $4,274-41.1% | $5,610-55.1% | $4,249-40.7% |
| Admin fee / account holder | $25,224 | $9,839+156.4% | $14,905+69.2% | $8,951+181.8% |