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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 | $144,359 | $88,707+62.7% | $74,184+94.6% | $273,972-47.3% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 2.20% | 11.94%-9.7pp | 17.74%-15.5pp | 41.46%-39.3pp |
| Employer contribution / active EE | $761 | $3,159-75.9% | $2,370-67.9% | $4,869-84.4% |
| Participant deferral / active EE | $4,163 | $4,212-1.2% | $3,550+17.3% | $5,287-21.3% |
| Admin fee / account holder | $48,024 | $8,717+450.9% | $5,586+759.8% | $10,133+374.0% |