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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 | $74,535+71.0% | $100,712+26.6% | $82,637+54.3% |
| Participation rate | 44.4% | 61.2%-16.7pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 4.29% | 18.92%-14.6pp | 33.27%-29.0pp | 53.51%-49.2pp |
| Employer contribution / active EE | $685 | $1,503-54.4% | $2,313-70.4% | $2,552-73.2% |
| Participant deferral / active EE | $1,313 | $3,074-57.3% | $4,085-67.9% | $4,126-68.2% |
| Admin fee / account holder | $13,172 | $6,576+100.3% | $9,256+42.3% | $7,339+79.5% |