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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 | $121,481 | $105,284+15.4% | $150,734-19.4% | $94,015+29.2% |
| Participation rate | 43.0% | 71.7%-28.7pp | 78.4%-35.4pp | 70.8%-27.8pp |
| Annual return | 5.60% | 15.67%-10.1pp | 600.81%-595.2pp | 17.84%-12.2pp |
| Employer contribution / active EE | $1,541 | $3,599-57.2% | $4,918-68.7% | $2,790-44.8% |
| Participant deferral / active EE | $2,741 | $4,274-35.9% | $5,610-51.1% | $4,249-35.5% |
| Admin fee / account holder | $917 | $9,839-90.7% | $14,905-93.8% | $8,951-89.8% |