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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 | $138,146 | $46,072+199.9% | $69,779+98.0% | $55,167+150.4% |
| Participation rate | 30.5% | 67.5%-37.0pp | 71.8%-41.3pp | 69.0%-38.5pp |
| Annual return | 5.10% | 8.68%-3.6pp | 12.99%-7.9pp | 169.23%-164.1pp |
| Employer contribution / active EE | $630 | $1,500-58.0% | $2,338-73.0% | $1,963-67.9% |
| Participant deferral / active EE | $1,542 | $2,344-34.2% | $2,931-47.4% | $3,054-49.5% |
| Admin fee / account holder | $22,328 | $428+5121.6% | $4,381+409.7% | $504+4331.0% |