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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 | $126,462 | $106,974+18.2% | $90,796+39.3% | $138,895-9.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.5%-29.5pp | 79.9%-39.9pp |
| Annual return | 4.90% | 20.10%-15.2pp | 19.29%-14.4pp | 145.39%-140.5pp |
| Employer contribution / active EE | $289 | $2,609-88.9% | $2,294-87.4% | $4,194-93.1% |
| Participant deferral / active EE | $1,015 | $4,455-77.2% | $3,822-73.4% | $6,396-84.1% |
| Admin fee / account holder | $81,818 | $8,626+848.5% | $7,024+1064.9% | $12,562+551.3% |