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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 | $131,379 | $107,666+22.0% | $102,184+28.6% | $154,746-15.1% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.6%-38.2pp | 80.7%-36.3pp |
| Annual return | 11.42% | 29.33%-17.9pp | 31.58%-20.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $774 | $3,846-79.9% | $3,594-78.5% | $4,379-82.3% |
| Participant deferral / active EE | $4,284 | $8,719-50.9% | $8,309-48.4% | $6,730-36.3% |
| Admin fee / account holder | $8,310 | $12,943-35.8% | $11,609-28.4% | $14,365-42.2% |