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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 | $146,068 | $71,230+105.1% | $93,727+55.8% | $80,959+80.4% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 7.72% | 11.26%-3.5pp | 133.83%-126.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $788 | $1,565-49.7% | $2,421-67.5% | $2,757-71.4% |
| Participant deferral / active EE | $3,229 | $4,037-20.0% | $4,417-26.9% | $4,300-24.9% |
| Admin fee / account holder | $31,067 | $6,961+346.3% | $8,292+274.7% | $6,925+348.6% |