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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 | $133,769 | $78,428+70.6% | $95,960+39.4% | $79,852+67.5% |
| Participation rate | 41.0% | 73.5%-32.5pp | 77.1%-36.1pp | 69.6%-28.7pp |
| Annual return | 6.57% | 19.37%-12.8pp | 91.63%-85.1pp | 31.72%-25.2pp |
| Employer contribution / active EE | $1,024 | $1,945-47.4% | $2,541-59.7% | $2,471-58.6% |
| Participant deferral / active EE | $2,866 | $3,440-16.7% | $4,167-31.2% | $3,740-23.4% |
| Admin fee / account holder | $23,260 | $5,622+313.7% | $6,797+242.2% | $5,306+338.4% |