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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 | $64,501+94.7% | $108,753+15.5% | $65,306+92.3% |
| Participation rate | 24.3% | 50.8%-26.5pp | 71.1%-46.8pp | 57.7%-33.4pp |
| Annual return | 9.57% | 21.09%-11.5pp | 37.47%-27.9pp | 21.94%-12.4pp |
| Employer contribution / active EE | $511 | $1,069-52.2% | $2,427-78.9% | $1,967-74.0% |
| Participant deferral / active EE | $1,322 | $2,401-44.9% | $4,115-67.9% | $2,959-55.3% |
| Admin fee / account holder | $8,981 | $4,971+80.7% | $10,320-13.0% | $3,480+158.1% |