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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 | $128,693 | $81,276+58.3% | $155,574-17.3% | $80,925+59.0% |
| Participation rate | 35.9% | 66.2%-30.3pp | 78.2%-42.3pp | 67.7%-31.8pp |
| Annual return | 10.36% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $385 | $3,103-87.6% | $4,676-91.8% | $2,756-86.0% |
| Participant deferral / active EE | $2,079 | $3,453-39.8% | $5,629-63.1% | $4,299-51.6% |
| Admin fee / account holder | $10,320 | $7,993+29.1% | $15,914-35.2% | $6,940+48.7% |