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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 | $122,267 | $69,977+74.7% | $108,582+12.6% | $62,881+94.4% |
| Participation rate | 53.6% | 72.9%-19.3pp | 79.6%-26.0pp | 69.3%-15.7pp |
| Annual return | 4.33% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,373 | $2,135-35.7% | $3,758-63.5% | $2,281-39.8% |
| Participant deferral / active EE | $2,871 | $3,165-9.3% | $4,311-33.4% | $3,203-10.4% |
| Admin fee / account holder | $965 | $5,076-81.0% | $7,645-87.4% | $4,296-77.5% |