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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 | $132,146 | $58,828+124.6% | $78,002+69.4% | $62,881+110.2% |
| Participation rate | 64.4% | 71.1%-6.6pp | 75.5%-11.1pp | 69.3%-4.9pp |
| Annual return | 3.30% | 17.16%-13.9pp | 425.99%-422.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $3,893 | $1,672+132.9% | $2,470+57.6% | $2,281+70.7% |
| Participant deferral / active EE | $2,022 | $2,686-24.7% | $3,497-42.2% | $3,203-36.9% |
| Admin fee / account holder | $6,958 | $4,393+58.4% | $5,481+26.9% | $4,296+62.0% |