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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 | $125,055 | $76,834+62.8% | $108,359+15.4% | $87,485+42.9% |
| Participation rate | 37.9% | 61.7%-23.8pp | 70.1%-32.2pp | 68.9%-31.1pp |
| Annual return | 7.91% | 19.09%-11.2pp | 36.89%-29.0pp | 26.06%-18.2pp |
| Employer contribution / active EE | $856 | $1,556-45.0% | $2,399-64.3% | $2,596-67.0% |
| Participant deferral / active EE | $3,411 | $3,100+10.0% | $4,137-17.6% | $4,274-20.2% |
| Admin fee / account holder | $127,888 | $6,537+1856.4% | $9,741+1212.9% | $7,775+1544.9% |