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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 | $122,193 | $65,041+87.9% | $90,965+34.3% | $79,858+53.0% |
| Participation rate | 32.7% | 61.6%-28.9pp | 69.0%-36.3pp | 69.6%-36.9pp |
| Annual return | 8.98% | 30.45%-21.5pp | 134.57%-125.6pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,858 | $2,512+13.8% | $3,373-15.3% | $3,740-23.6% |
| Admin fee / account holder | $6,065 | $4,536+33.7% | $5,960+1.8% | $5,306+14.3% |