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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 | $135,671 | $65,364+107.6% | $92,909+46.0% | $72,975+85.9% |
| Participation rate | 31.4% | 68.3%-36.9pp | 76.0%-44.6pp | 69.5%-38.1pp |
| Annual return | 14.40% | 42.11%-27.7pp | 109.44%-95.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $659 | $2,594-74.6% | $3,653-82.0% | $2,440-73.0% |
| Participant deferral / active EE | $2,415 | $3,128-22.8% | $4,238-43.0% | $3,608-33.1% |
| Admin fee / account holder | $9,231 | $4,251+117.1% | $5,795+59.3% | $5,124+80.1% |