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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 | $119,267 | $77,638+53.6% | $156,551-23.8% | $62,881+89.7% |
| Participation rate | 14.3% | 71.2%-56.9pp | 84.0%-69.7pp | 69.3%-55.0pp |
| Annual return | 2.00% | 50.33%-48.3pp | 32.23%-30.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $770 | $3,444-77.6% | $5,501-86.0% | $2,281-66.2% |
| Participant deferral / active EE | $3,000 | $3,046-1.5% | $4,871-38.4% | $3,203-6.3% |
| Admin fee / account holder | $1,544 | $5,561-72.2% | $13,028-88.2% | $4,296-64.1% |