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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 | $163,832 | $91,760+78.5% | $156,181+4.9% | $67,986+141.0% |
| Participation rate | 50.0% | 65.0%-15.0pp | 78.8%-28.8pp | 57.2%-7.2pp |
| Annual return | 11.64% | 18.14%-6.5pp | 64.87%-53.2pp | 31.67%-20.0pp |
| Employer contribution / active EE | $771 | $2,419-68.1% | $4,294-82.0% | $2,019-61.8% |
| Participant deferral / active EE | $2,223 | $3,960-43.9% | $6,132-63.7% | $3,358-33.8% |
| Admin fee / account holder | $7,093 | $3,949+79.6% | $14,586-51.4% | $3,203+121.4% |