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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 | $53,583+142.8% | $114,563+13.5% | $64,340+102.2% |
| Participation rate | 37.1% | 47.4%-10.2pp | 72.9%-35.8pp | 55.2%-18.1pp |
| Annual return | 12.31% | 24.51%-12.2pp | 241.09%-228.8pp | 24.14%-11.8pp |
| Employer contribution / active EE | $822 | $1,087-24.4% | $2,592-68.3% | $1,862-55.9% |
| Participant deferral / active EE | $2,243 | $2,134+5.1% | $4,142-45.9% | $2,980-24.8% |
| Admin fee / account holder | $6,353 | $3,206+98.2% | $7,623-16.7% | $3,703+71.6% |