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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 | $124,508 | $36,948+237.0% | $73,658+69.0% | $87,485+42.3% |
| Participation rate | 16.2% | 46.8%-30.6pp | 57.0%-40.9pp | 68.9%-52.8pp |
| Annual return | 13.28% | 28.64%-15.4pp | 29.72%-16.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $493 | $670-26.4% | $1,032-52.2% | $2,596-81.0% |
| Participant deferral / active EE | $1,489 | $1,379+8.0% | $2,062-27.8% | $4,274-65.2% |
| Admin fee / account holder | $12,454 | $2,531+392.1% | $3,357+271.0% | $7,775+60.2% |