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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 | $130,737 | $69,444+88.3% | $92,985+40.6% | $87,485+49.4% |
| Participation rate | 37.5% | 63.3%-25.8pp | 69.5%-32.0pp | 68.9%-31.4pp |
| Annual return | 10.96% | 23.85%-12.9pp | 27.99%-17.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,066 | $1,917-44.4% | $2,662-60.0% | $2,596-59.0% |
| Participant deferral / active EE | $1,713 | $3,364-49.1% | $4,377-60.9% | $4,274-59.9% |
| Admin fee / account holder | $13,304 | $6,137+116.8% | $9,463+40.6% | $7,775+71.1% |