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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 | $144,290 | $73,787+95.5% | $98,716+46.2% | $82,448+75.0% |
| Participation rate | 53.4% | 61.4%-8.0pp | 69.3%-15.8pp | 68.1%-14.6pp |
| Annual return | 8.69% | 18.57%-9.9pp | 31.81%-23.1pp | 41.64%-33.0pp |
| Employer contribution / active EE | $451 | $1,511-70.2% | $2,279-80.2% | $2,551-82.3% |
| Participant deferral / active EE | $3,407 | $3,081+10.6% | $4,048-15.8% | $4,139-17.7% |
| Admin fee / account holder | $12,396 | $6,500+90.7% | $8,703+42.4% | $7,234+71.3% |