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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 | $113,878 | $56,116+102.9% | $135,768-16.1% | $86,983+30.9% |
| Participation rate | 35.3% | 60.1%-24.8pp | 71.1%-35.8pp | 69.5%-34.2pp |
| Annual return | 3.33% | 125.33%-122.0pp | 526.10%-522.8pp | 25.83%-22.5pp |
| Employer contribution / active EE | $758 | $1,528-50.4% | $3,394-77.7% | $2,584-70.7% |
| Participant deferral / active EE | $2,152 | $2,690-20.0% | $3,977-45.9% | $4,194-48.7% |
| Admin fee / account holder | $1,454 | $4,314-66.3% | $7,048-79.4% | $7,856-81.5% |