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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 | $129,492 | $72,486+78.6% | $87,103+48.7% | $72,976+77.4% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.8pp |
| Annual return | 1.64% | 24.46%-22.8pp | 28.19%-26.6pp | 81.02%-79.4pp |
| Employer contribution / active EE | $1,476 | $1,894-22.0% | $2,521-41.4% | $2,440-39.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,062 | $5,055+79.3% | $7,491+21.0% | $5,124+76.8% |