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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 | $136,728 | $54,541+150.7% | $78,778+73.6% | $70,126+95.0% |
| Participation rate | 39.0% | 60.8%-21.8pp | 69.2%-30.2pp | 69.5%-30.5pp |
| Annual return | 11.91% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $617 | $1,089-43.3% | $1,986-68.9% | $2,343-73.7% |
| Participant deferral / active EE | $2,579 | $2,210+16.7% | $2,958-12.8% | $3,332-22.6% |
| Admin fee / account holder | $404 | $3,709-89.1% | $5,134-92.1% | $4,645-91.3% |