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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 | $128,898 | $78,428+64.4% | $95,960+34.3% | $79,852+61.4% |
| Participation rate | 57.7% | 73.5%-15.8pp | 77.1%-19.4pp | 69.6%-11.9pp |
| Annual return | 5.05% | 19.37%-14.3pp | 91.63%-86.6pp | 31.72%-26.7pp |
| Employer contribution / active EE | $497 | $1,945-74.5% | $2,541-80.5% | $2,471-79.9% |
| Participant deferral / active EE | $2,363 | $3,440-31.3% | $4,167-43.3% | $3,740-36.8% |
| Admin fee / account holder | $2,536 | $5,622-54.9% | $6,797-62.7% | $5,306-52.2% |