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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 | $130,081 | $49,657+162.0% | $93,063+39.8% | $67,986+91.3% |
| Participation rate | 37.1% | 49.9%-12.8pp | 72.1%-35.0pp | 57.2%-20.1pp |
| Annual return | 12.31% | 26.27%-14.0pp | 34.15%-21.8pp | 31.67%-19.4pp |
| Employer contribution / active EE | $822 | $1,279-35.7% | $2,476-66.8% | $2,019-59.3% |
| Participant deferral / active EE | $2,243 | $2,484-9.7% | $3,958-43.3% | $3,358-33.2% |
| Admin fee / account holder | $6,353 | $2,843+123.5% | $6,033+5.3% | $3,203+98.3% |