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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 | $81,331+58.2% | $155,534-17.3% | $80,935+59.0% |
| Participation rate | 35.9% | 66.3%-30.4pp | 78.2%-42.3pp | 67.7%-31.8pp |
| Annual return | 10.36% | 33.37%-23.0pp | 64.92%-54.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $385 | $3,105-87.6% | $4,675-91.8% | $2,757-86.0% |
| Participant deferral / active EE | $2,079 | $3,454-39.8% | $5,630-63.1% | $4,299-51.6% |
| Admin fee / account holder | $10,320 | $7,999+29.0% | $15,900-35.1% | $6,924+49.0% |