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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 | $146,841 | $106,524+37.8% | $152,301-3.6% | $87,485+67.8% |
| Participation rate | 35.6% | 75.8%-40.2pp | 82.4%-46.9pp | 68.9%-33.4pp |
| Annual return | 10.31% | 26.89%-16.6pp | 80.50%-70.2pp | 26.06%-15.8pp |
| Employer contribution / active EE | $640 | $3,371-81.0% | $4,624-86.2% | $2,596-75.3% |
| Participant deferral / active EE | $3,050 | $6,525-53.3% | $8,004-61.9% | $4,274-28.6% |
| Admin fee / account holder | $2,872 | $8,287-65.3% | $14,398-80.1% | $7,775-63.1% |