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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 | $134,563 | $93,598+43.8% | $135,974-1.0% | $75,173+79.0% |
| Participation rate | 59.2% | 75.2%-16.0pp | 81.9%-22.7pp | 67.2%-8.0pp |
| Annual return | 13.67% | 30.89%-17.2pp | 68.30%-54.6pp | 160.72%-147.1pp |
| Employer contribution / active EE | $845 | $3,538-76.1% | $4,859-82.6% | $2,671-68.4% |
| Participant deferral / active EE | $6,976 | $6,405+8.9% | $7,760-10.1% | $4,126+69.1% |
| Admin fee / account holder | $28,065 | $6,978+302.2% | $10,767+160.7% | $5,651+396.7% |