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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 | $125,083 | $101,618+23.1% | $93,063+34.4% | $137,256-8.9% |
| Participation rate | 27.3% | 74.9%-47.7pp | 72.1%-44.8pp | 80.0%-52.7pp |
| Annual return | 8.48% | 223.95%-215.5pp | 34.15%-25.7pp | 220.34%-211.9pp |
| Employer contribution / active EE | $872 | $2,707-67.8% | $2,476-64.8% | $4,156-79.0% |
| Participant deferral / active EE | $3,280 | $4,279-23.3% | $3,958-17.1% | $6,407-48.8% |
| Admin fee / account holder | $2,453 | $6,198-60.4% | $6,033-59.3% | $12,270-80.0% |