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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 | $136,605 | $81,358+67.9% | $155,556-12.2% | $80,959+68.7% |
| Participation rate | 44.4% | 66.3%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 8.77% | 33.39%-24.6pp | 64.84%-56.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,078 | $3,106-65.3% | $4,675-77.0% | $2,757-60.9% |
| Participant deferral / active EE | $2,643 | $3,455-23.5% | $5,631-53.1% | $4,300-38.5% |
| Admin fee / account holder | $2,463 | $7,994-69.2% | $15,885-84.5% | $6,925-64.4% |