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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 | $122,716 | $69,977+75.4% | $108,582+13.0% | $62,881+95.2% |
| Participation rate | 23.1% | 72.9%-49.8pp | 79.6%-56.5pp | 69.3%-46.2pp |
| Annual return | 1.80% | 10.73%-8.9pp | -51.70%+53.5pp | 20.14%-18.3pp |
| Employer contribution / active EE | $655 | $2,135-69.3% | $3,758-82.6% | $2,281-71.3% |
| Participant deferral / active EE | $1,529 | $3,165-51.7% | $4,311-64.5% | $3,203-52.3% |
| Admin fee / account holder | $4,311 | $5,076-15.1% | $7,645-43.6% | $4,296+0.4% |