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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 | $132,875 | $100,970+31.6% | $96,576+37.6% | $137,256-3.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 11.91% | 38.16%-26.3pp | 38.47%-26.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $213 | $3,809-94.4% | $3,553-94.0% | $4,156-94.9% |
| Participant deferral / active EE | $2,963 | $8,286-64.2% | $7,956-62.8% | $6,407-53.7% |
| Admin fee / account holder | $8,799 | $11,312-22.2% | $11,381-22.7% | $12,270-28.3% |