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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 | $123,582 | $65,027+90.0% | $90,970+35.8% | $79,852+54.8% |
| Participation rate | 25.4% | 61.6%-36.3pp | 69.0%-43.7pp | 69.6%-44.3pp |
| Annual return | 9.41% | 30.45%-21.0pp | 134.58%-125.2pp | 31.72%-22.3pp |
| Employer contribution / active EE | $342 | $1,247-72.6% | $2,122-83.9% | $2,471-86.2% |
| Participant deferral / active EE | $1,341 | $2,512-46.6% | $3,373-60.2% | $3,740-64.1% |
| Admin fee / account holder | $10,421 | $4,535+129.8% | $5,960+74.8% | $5,306+96.4% |