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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 | $158,702 | $65,041+144.0% | $90,965+74.5% | $79,858+98.7% |
| Participation rate | 43.3% | 61.6%-18.3pp | 69.0%-25.7pp | 69.6%-26.3pp |
| Annual return | 7.74% | 30.45%-22.7pp | 134.57%-126.8pp | 31.72%-24.0pp |
| Employer contribution / active EE | $699 | $1,247-43.9% | $2,122-67.1% | $2,471-71.7% |
| Participant deferral / active EE | $4,065 | $2,512+61.8% | $3,373+20.5% | $3,740+8.7% |
| Admin fee / account holder | $14,868 | $4,536+227.8% | $5,960+149.5% | $5,306+180.2% |