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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 | $57,590+123.2% | $86,233+49.0% | $82,448+55.9% |
| Participation rate | 27.6% | 57.9%-30.3pp | 69.0%-41.4pp | 68.1%-40.5pp |
| Annual return | 9.77% | 22.41%-12.6pp | 61.39%-51.6pp | 41.64%-31.9pp |
| Employer contribution / active EE | $653 | $1,655-60.6% | $2,504-73.9% | $2,551-74.4% |
| Participant deferral / active EE | $1,720 | $3,080-44.2% | $4,559-62.3% | $4,139-58.4% |
| Admin fee / account holder | $7,247 | $4,730+53.2% | $8,342-13.1% | $7,234+0.2% |