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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 | $130,349 | $83,898+55.4% | $133,346-2.2% | $94,015+38.6% |
| Participation rate | 42.5% | 63.4%-20.9pp | 72.8%-30.3pp | 70.8%-28.3pp |
| Annual return | 8.53% | 16.00%-7.5pp | 36.85%-28.3pp | 17.84%-9.3pp |
| Employer contribution / active EE | $1,000 | $1,821-45.1% | $2,853-65.0% | $2,790-64.2% |
| Participant deferral / active EE | $1,561 | $3,245-51.9% | $4,332-64.0% | $4,249-63.3% |
| Admin fee / account holder | $10,862 | $7,809+39.1% | $14,264-23.8% | $8,951+21.4% |