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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 | $123,168 | $81,487+51.1% | $102,412+20.3% | $80,935+52.2% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 7.94% | 25.60%-17.7pp | 24.94%-17.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,431 | $3,103-53.9% | $3,870-63.0% | $2,757-48.1% |
| Participant deferral / active EE | $2,287 | $3,871-40.9% | $5,060-54.8% | $4,299-46.8% |
| Admin fee / account holder | $2,262 | $6,717-66.3% | $8,388-73.0% | $6,924-67.3% |