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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 | $65,246+92.5% | $98,716+27.2% | $67,986+84.7% |
| Participation rate | 24.3% | 51.4%-27.2pp | 69.3%-45.0pp | 57.2%-32.9pp |
| Annual return | 9.57% | 20.58%-11.0pp | 31.81%-22.2pp | 31.67%-22.1pp |
| Employer contribution / active EE | $511 | $1,042-50.9% | $2,279-77.6% | $2,019-74.7% |
| Participant deferral / active EE | $1,322 | $2,594-49.0% | $4,048-67.3% | $3,358-60.6% |
| Admin fee / account holder | $8,981 | $4,561+96.9% | $8,703+3.2% | $3,203+180.4% |