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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 | $130,162 | $62,672+107.7% | $185,117-29.7% | $70,126+85.6% |
| Participation rate | 46.5% | 63.8%-17.3pp | 77.3%-30.8pp | 69.5%-23.0pp |
| Annual return | 11.52% | 40.79%-29.3pp | 40.50%-29.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,334 | $1,753-23.9% | $4,182-68.1% | $2,343-43.0% |
| Participant deferral / active EE | $4,096 | $3,272+25.2% | $5,045-18.8% | $3,332+22.9% |
| Admin fee / account holder | $866 | $3,932-78.0% | $8,159-89.4% | $4,645-81.4% |