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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 | $127,470 | $76,834+65.9% | $108,359+17.6% | $87,485+45.7% |
| Participation rate | 44.4% | 61.7%-17.3pp | 70.1%-25.7pp | 68.9%-24.5pp |
| Annual return | 4.29% | 19.09%-14.8pp | 36.89%-32.6pp | 26.06%-21.8pp |
| Employer contribution / active EE | $685 | $1,556-56.0% | $2,399-71.4% | $2,596-73.6% |
| Participant deferral / active EE | $1,313 | $3,100-57.6% | $4,137-68.3% | $4,274-69.3% |
| Admin fee / account holder | $13,172 | $6,537+101.5% | $9,741+35.2% | $7,775+69.4% |