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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 | $150,916 | $47,944+214.8% | $67,834+122.5% | $62,881+140.0% |
| Participation rate | 42.3% | 61.1%-18.8pp | 68.8%-26.5pp | 69.3%-27.0pp |
| Annual return | 3.97% | 11.77%-7.8pp | 138.47%-134.5pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,228 | $1,562-21.4% | $2,403-48.9% | $2,281-46.2% |
| Participant deferral / active EE | $4,238 | $2,247+88.6% | $3,160+34.1% | $3,203+32.3% |
| Admin fee / account holder | $7,050 | $3,712+89.9% | $4,622+52.5% | $4,296+64.1% |