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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 | $89,259+50.9% | $107,187+25.6% | $82,637+63.0% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 8.77% | 21.02%-12.3pp | 204.55%-195.8pp | 53.51%-44.7pp |
| Employer contribution / active EE | $983 | $3,080-68.1% | $3,782-74.0% | $2,552-61.5% |
| Participant deferral / active EE | $2,519 | $4,037-37.6% | $5,096-50.6% | $4,126-38.9% |
| Admin fee / account holder | $25,224 | $7,381+241.7% | $9,162+175.3% | $7,339+243.7% |