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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 | $131,293 | $99,875+31.5% | $146,866-10.6% | $86,983+50.9% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.5%-19.1pp | 69.5%-6.2pp |
| Annual return | 10.00% | 28.10%-18.1pp | 102.85%-92.9pp | 25.83%-15.8pp |
| Employer contribution / active EE | $926 | $3,224-71.3% | $4,425-79.1% | $2,584-64.2% |
| Participant deferral / active EE | $4,024 | $6,322-36.4% | $7,759-48.1% | $4,194-4.1% |
| Admin fee / account holder | $4,219 | $7,838-46.2% | $13,620-69.0% | $7,856-46.3% |