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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 | $99,380+27.3% | $90,312+40.0% | $155,188-18.5% |
| Participation rate | 40.0% | 77.3%-37.3pp | 72.9%-32.9pp | 80.8%-40.8pp |
| Annual return | 4.90% | 19.35%-14.5pp | 18.90%-14.0pp | 148.84%-143.9pp |
| Employer contribution / active EE | $289 | $2,390-87.9% | $2,243-87.1% | $4,248-93.2% |
| Participant deferral / active EE | $1,015 | $4,212-75.9% | $3,749-72.9% | $6,531-84.5% |
| Admin fee / account holder | $81,818 | $9,766+737.8% | $8,248+892.0% | $14,480+465.1% |