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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 | $125,595 | $64,010+96.2% | $108,359+15.9% | $64,340+95.2% |
| Participation rate | 24.3% | 49.4%-25.1pp | 70.1%-45.9pp | 55.2%-31.0pp |
| Annual return | 9.57% | 19.74%-10.2pp | 36.89%-27.3pp | 24.14%-14.6pp |
| Employer contribution / active EE | $511 | $1,029-50.3% | $2,399-78.7% | $1,862-72.5% |
| Participant deferral / active EE | $1,322 | $2,395-44.8% | $4,137-68.0% | $2,980-55.6% |
| Admin fee / account holder | $8,981 | $4,885+83.9% | $9,741-7.8% | $3,703+142.6% |