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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 | $134,199 | $80,983+65.7% | $96,544+39.0% | $75,177+78.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 11.08% | 27.05%-16.0pp | 25.88%-14.8pp | 160.75%-149.7pp |
| Employer contribution / active EE | $831 | $2,282-63.6% | $2,966-72.0% | $2,671-68.9% |
| Participant deferral / active EE | $2,127 | $3,929-45.9% | $4,851-56.2% | $4,126-48.4% |
| Admin fee / account holder | $1,369 | $6,717-79.6% | $8,254-83.4% | $5,651-75.8% |