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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 | $136,673 | $68,880+98.4% | $120,580+13.3% | $80,959+68.8% |
| Participation rate | 39.5% | 61.7%-22.2pp | 72.0%-32.5pp | 67.7%-28.2pp |
| Annual return | 10.22% | 23.68%-13.5pp | 107.48%-97.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $831 | $2,066-59.8% | $3,469-76.1% | $2,757-69.9% |
| Participant deferral / active EE | $1,460 | $3,191-54.3% | $4,995-70.8% | $4,300-66.1% |
| Admin fee / account holder | $7,906 | $5,785+36.7% | $9,418-16.1% | $6,925+14.2% |