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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 | $149,571 | $124,980+19.7% | $108,359+38.0% | $154,746-3.3% |
| Participation rate | 36.4% | 75.2%-38.8pp | 70.1%-33.8pp | 80.7%-44.3pp |
| Annual return | 5.74% | 45.00%-39.3pp | 36.89%-31.2pp | 172.34%-166.6pp |
| Employer contribution / active EE | $699 | $2,851-75.5% | $2,399-70.9% | $4,379-84.0% |
| Participant deferral / active EE | $1,711 | $4,743-63.9% | $4,137-58.6% | $6,730-74.6% |
| Admin fee / account holder | $78,683 | $11,502+584.1% | $9,741+707.8% | $14,365+447.7% |