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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 | $151,689 | $72,492+109.3% | $87,102+74.2% | $72,983+107.8% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.4pp |
| Annual return | 3.63% | 24.46%-20.8pp | 28.19%-24.6pp | 81.01%-77.4pp |
| Employer contribution / active EE | $576 | $1,894-69.6% | $2,521-77.2% | $2,440-76.4% |
| Participant deferral / active EE | $3,741 | $3,270+14.4% | $4,048-7.6% | $3,608+3.7% |
| Admin fee / account holder | $13,602 | $5,055+169.1% | $7,491+81.6% | $5,124+165.4% |