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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 | $142,900 | $55,713+156.5% | $75,901+88.3% | $72,975+95.8% |
| Participation rate | 58.8% | 61.1%-2.3pp | 69.3%-10.5pp | 69.5%-10.7pp |
| Annual return | 2.51% | 27.60%-25.1pp | 30.76%-28.2pp | 81.01%-78.5pp |
| Employer contribution / active EE | $1,015 | $1,687-39.8% | $2,501-59.4% | $2,440-58.4% |
| Participant deferral / active EE | $5,480 | $2,634+108.0% | $3,603+52.1% | $3,608+51.9% |
| Admin fee / account holder | $17,961 | $3,980+351.2% | $5,420+231.4% | $5,124+250.5% |