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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 | $145,852 | $65,027+124.3% | $90,970+60.3% | $79,852+82.7% |
| Participation rate | 53.8% | 61.6%-7.8pp | 69.0%-15.2pp | 69.6%-15.8pp |
| Annual return | 7.06% | 30.45%-23.4pp | 134.58%-127.5pp | 31.72%-24.7pp |
| Employer contribution / active EE | $1,190 | $1,247-4.6% | $2,122-43.9% | $2,471-51.8% |
| Participant deferral / active EE | $2,795 | $2,512+11.3% | $3,373-17.1% | $3,740-25.3% |
| Admin fee / account holder | $43,371 | $4,535+856.3% | $5,960+627.7% | $5,306+717.4% |