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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 | $128,528 | $58,848+118.4% | $88,179+45.8% | $82,637+55.5% |
| Participation rate | 27.6% | 57.9%-30.3pp | 69.1%-41.6pp | 68.1%-40.5pp |
| Annual return | 9.77% | 22.76%-13.0pp | 64.97%-55.2pp | 53.51%-43.7pp |
| Employer contribution / active EE | $653 | $1,678-61.1% | $2,549-74.4% | $2,552-74.4% |
| Participant deferral / active EE | $1,720 | $3,124-44.9% | $4,614-62.7% | $4,126-58.3% |
| Admin fee / account holder | $7,247 | $4,795+51.1% | $7,673-5.6% | $7,339-1.3% |