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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 | $116,232 | $63,949+81.8% | $129,031-9.9% | $94,015+23.6% |
| Participation rate | 56.1% | 63.4%-7.3pp | 73.4%-17.3pp | 70.8%-14.7pp |
| Annual return | 12.07% | 17.56%-5.5pp | 34.67%-22.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $634 | $1,865-66.0% | $3,226-80.3% | $2,790-77.3% |
| Participant deferral / active EE | $2,743 | $3,686-25.6% | $5,217-47.4% | $4,249-35.5% |
| Admin fee / account holder | $26,377 | $5,523+377.5% | $13,208+99.7% | $8,951+194.7% |