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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 | $145,917 | $80,705+80.8% | $115,768+26.0% | $67,986+114.6% |
| Participation rate | 24.8% | 63.0%-38.2pp | 74.4%-49.6pp | 57.2%-32.4pp |
| Annual return | 11.25% | 18.49%-7.2pp | 100.46%-89.2pp | 31.67%-20.4pp |
| Employer contribution / active EE | $660 | $2,046-67.7% | $2,940-77.5% | $2,019-67.3% |
| Participant deferral / active EE | $1,564 | $3,559-56.1% | $4,917-68.2% | $3,358-53.4% |
| Admin fee / account holder | $45,531 | $4,135+1001.0% | $12,439+266.0% | $3,203+1321.4% |