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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 | $146,034 | $67,606+116.0% | $82,313+77.4% | $70,124+108.3% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 11.89% | 21.57%-9.7pp | 25.88%-14.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $554 | $1,755-68.5% | $2,428-77.2% | $2,342-76.4% |
| Participant deferral / active EE | $3,470 | $2,987+16.2% | $3,706-6.4% | $3,332+4.2% |
| Admin fee / account holder | $15,220 | $4,512+237.3% | $5,608+171.4% | $4,645+227.6% |