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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 | $126,309 | $77,896+62.2% | $134,172-5.9% | $82,448+53.2% |
| Participation rate | 47.9% | 62.8%-14.8pp | 72.5%-24.5pp | 68.1%-20.1pp |
| Annual return | 11.75% | 18.21%-6.5pp | 25.30%-13.5pp | 41.64%-29.9pp |
| Employer contribution / active EE | $657 | $2,159-69.6% | $3,420-80.8% | $2,551-74.3% |
| Participant deferral / active EE | $2,023 | $3,162-36.0% | $4,690-56.9% | $4,139-51.1% |
| Admin fee / account holder | $5,115 | $6,336-19.3% | $12,016-57.4% | $7,234-29.3% |