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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 | $147,042 | $71,057+106.9% | $93,654+57.0% | $80,874+81.8% |
| Participation rate | 29.5% | 60.4%-30.9pp | 68.7%-39.2pp | 67.6%-38.1pp |
| Annual return | 7.39% | 11.26%-3.9pp | 133.34%-125.9pp | 35.62%-28.2pp |
| Employer contribution / active EE | $859 | $1,564-45.1% | $2,421-64.5% | $2,756-68.8% |
| Participant deferral / active EE | $1,830 | $4,034-54.6% | $4,413-58.5% | $4,297-57.4% |
| Admin fee / account holder | $87,998 | $6,944+1167.3% | $8,282+962.5% | $6,935+1168.9% |