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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 | $121,077 | $51,638+134.5% | $68,368+77.1% | $82,448+46.9% |
| Participation rate | 32.1% | 63.6%-31.5pp | 73.8%-41.7pp | 68.1%-36.0pp |
| Annual return | 13.09% | 37.53%-24.4pp | 292.57%-279.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $742 | $2,047-63.7% | $2,649-72.0% | $2,551-70.9% |
| Participant deferral / active EE | $1,626 | $2,914-44.2% | $4,123-60.6% | $4,139-60.7% |
| Admin fee / account holder | $1,659 | $4,643-64.3% | $5,150-67.8% | $7,234-77.1% |