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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 | $151,891 | $78,428+93.7% | $95,960+58.3% | $79,852+90.2% |
| Participation rate | 56.1% | 73.5%-17.4pp | 77.1%-21.0pp | 69.6%-13.5pp |
| Annual return | 7.15% | 19.37%-12.2pp | 91.63%-84.5pp | 31.72%-24.6pp |
| Employer contribution / active EE | $979 | $1,945-49.7% | $2,541-61.5% | $2,471-60.4% |
| Participant deferral / active EE | $3,474 | $3,440+1.0% | $4,167-16.6% | $3,740-7.1% |
| Admin fee / account holder | $27,401 | $5,622+387.4% | $6,797+303.1% | $5,306+416.4% |