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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 | $151,309 | $80,748+87.4% | $102,383+47.8% | $74,429+103.3% |
| Participation rate | 43.9% | 65.7%-21.8pp | 74.5%-30.6pp | 67.2%-23.3pp |
| Annual return | 10.94% | 27.57%-16.6pp | 24.94%-14.0pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,440 | $3,159-54.4% | $3,870-62.8% | $2,625-45.1% |
| Participant deferral / active EE | $3,449 | $3,861-10.7% | $5,060-31.8% | $4,348-20.7% |
| Admin fee / account holder | $5,658 | $2,371+138.7% | $8,391-32.6% | $1,944+191.0% |