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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 | $131,858 | $76,407+72.6% | $150,298-12.3% | $82,448+59.9% |
| Participation rate | 21.0% | 66.4%-45.4pp | 77.8%-56.8pp | 68.1%-47.1pp |
| Annual return | 11.49% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $712 | $2,614-72.8% | $4,154-82.9% | $2,551-72.1% |
| Participant deferral / active EE | $1,729 | $3,214-46.2% | $5,453-68.3% | $4,139-58.2% |
| Admin fee / account holder | $49,587 | $6,352+680.6% | $14,116+251.3% | $7,234+585.4% |