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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 | $154,625 | $60,349+156.2% | $74,184+108.4% | $62,881+145.9% |
| Participation rate | 59.2% | 72.7%-13.5pp | 76.6%-17.4pp | 69.3%-10.1pp |
| Annual return | 1.45% | 21.38%-19.9pp | 17.74%-16.3pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,396 | $1,680-16.9% | $2,370-41.1% | $2,281-38.8% |
| Participant deferral / active EE | $3,177 | $2,856+11.2% | $3,550-10.5% | $3,203-0.8% |
| Admin fee / account holder | $13,137 | $4,261+208.3% | $5,586+135.2% | $4,296+205.8% |