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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 | $122,298 | $45,312+169.9% | $86,233+41.8% | $67,986+79.9% |
| Participation rate | 57.4% | 42.4%+15.0pp | 69.0%-11.6pp | 57.2%+0.2pp |
| Annual return | 13.82% | 24.79%-11.0pp | 61.39%-47.6pp | 31.67%-17.8pp |
| Employer contribution / active EE | $435 | $1,160-62.5% | $2,504-82.6% | $2,019-78.5% |
| Participant deferral / active EE | $2,542 | $2,185+16.4% | $4,559-44.2% | $3,358-24.3% |
| Admin fee / account holder | $26,743 | $3,295+711.7% | $8,342+220.6% | $3,203+734.9% |