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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 | $116,190 | $76,551+51.8% | $123,894-6.2% | $62,881+84.8% |
| Participation rate | 13.8% | 73.0%-59.2pp | 81.4%-67.6pp | 69.3%-55.5pp |
| Annual return | 0.94% | 18.68%-17.7pp | 47.52%-46.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $827 | $2,882-71.3% | $4,617-82.1% | $2,281-63.8% |
| Participant deferral / active EE | $2,361 | $4,840-51.2% | $5,984-60.5% | $3,203-26.3% |
| Admin fee / account holder | $27,392 | $4,826+467.6% | $8,357+227.8% | $4,296+537.7% |