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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 | $126,085 | $101,302+24.5% | $149,600-15.7% | $82,637+52.6% |
| Participation rate | 40.4% | 72.5%-32.0pp | 77.2%-36.7pp | 68.1%-27.6pp |
| Annual return | 12.79% | 21.39%-8.6pp | 129.59%-116.8pp | 53.51%-40.7pp |
| Employer contribution / active EE | $738 | $3,099-76.2% | $4,193-82.4% | $2,552-71.1% |
| Participant deferral / active EE | $1,954 | $5,589-65.0% | $7,203-72.9% | $4,126-52.6% |
| Admin fee / account holder | $9,251 | $8,449+9.5% | $13,963-33.7% | $7,339+26.1% |