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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 | $127,480 | $88,360+44.3% | $145,433-12.3% | $67,986+87.5% |
| Participation rate | 48.3% | 65.5%-17.2pp | 82.1%-33.8pp | 57.2%-8.9pp |
| Annual return | 13.07% | 63.15%-50.1pp | 66.58%-53.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $2,424 | $3,054-20.6% | $4,554-46.8% | $2,019+20.1% |
| Participant deferral / active EE | $4,545 | $5,932-23.4% | $7,897-42.4% | $3,358+35.3% |
| Admin fee / account holder | $22,551 | $3,313+580.6% | $13,129+71.8% | $3,203+604.0% |