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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 | $148,571 | $71,197+108.7% | $93,669+58.6% | $80,925+83.6% |
| Participation rate | 39.6% | 60.4%-20.8pp | 68.7%-29.1pp | 67.7%-28.1pp |
| Annual return | 8.83% | 11.27%-2.4pp | 133.59%-124.8pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,253 | $1,565-19.9% | $2,424-48.3% | $2,756-54.5% |
| Participant deferral / active EE | $3,851 | $4,036-4.6% | $4,416-12.8% | $4,299-10.4% |
| Admin fee / account holder | $14,864 | $6,959+113.6% | $8,291+79.3% | $6,940+114.2% |