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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 | $68,852+98.5% | $120,524+13.4% | $80,925+68.9% |
| Participation rate | 39.5% | 61.6%-22.2pp | 71.9%-32.5pp | 67.7%-28.2pp |
| Annual return | 10.22% | 23.67%-13.5pp | 107.36%-97.1pp | 35.65%-25.4pp |
| Employer contribution / active EE | $831 | $2,063-59.7% | $3,469-76.0% | $2,756-69.9% |
| Participant deferral / active EE | $1,460 | $3,187-54.2% | $4,994-70.8% | $4,299-66.0% |
| Admin fee / account holder | $7,906 | $5,781+36.8% | $9,440-16.2% | $6,940+13.9% |