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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 | $135,257 | $98,766+36.9% | $149,730-9.7% | $79,852+69.4% |
| Participation rate | 41.2% | 75.8%-34.6pp | 82.5%-41.3pp | 69.6%-28.5pp |
| Annual return | 10.40% | 27.43%-17.0pp | 276.70%-266.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,708 | $3,217-46.9% | $4,645-63.2% | $2,471-30.9% |
| Participant deferral / active EE | $3,648 | $5,681-35.8% | $6,843-46.7% | $3,740-2.5% |
| Admin fee / account holder | $5,448 | $6,052-10.0% | $9,310-41.5% | $5,306+2.7% |