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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 | $107,667 | $47,848+125.0% | $81,473+32.2% | $70,126+53.5% |
| Participation rate | 27.3% | 58.3%-31.0pp | 68.0%-40.7pp | 69.5%-42.3pp |
| Annual return | 10.64% | 27.25%-16.6pp | 38.78%-28.1pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,220 | $1,527-20.1% | $2,568-52.5% | $2,343-47.9% |
| Participant deferral / active EE | $1,253 | $2,453-48.9% | $3,537-64.6% | $3,332-62.4% |
| Admin fee / account holder | $852 | $3,145-72.9% | $4,561-81.3% | $4,645-81.7% |