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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 | $135,430 | $70,418+92.3% | $96,570+40.2% | $85,847+57.8% |
| Participation rate | 27.6% | 61.8%-34.2pp | 69.8%-42.2pp | 69.3%-41.7pp |
| Annual return | 8.01% | 18.59%-10.6pp | 37.79%-29.8pp | 318.61%-310.6pp |
| Employer contribution / active EE | $584 | $1,413-58.7% | $2,357-75.2% | $2,565-77.2% |
| Participant deferral / active EE | $2,832 | $2,894-2.1% | $3,849-26.4% | $3,952-28.3% |
| Admin fee / account holder | $8,285 | $4,995+65.9% | $6,182+34.0% | $6,261+32.3% |