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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 | $157,612 | $76,407+106.3% | $150,298+4.9% | $82,448+91.2% |
| Participation rate | 35.8% | 66.4%-30.5pp | 77.8%-41.9pp | 68.1%-32.2pp |
| Annual return | 11.55% | 39.99%-28.4pp | 62.79%-51.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $498 | $2,614-80.9% | $4,154-88.0% | $2,551-80.5% |
| Participant deferral / active EE | $1,364 | $3,214-57.6% | $5,453-75.0% | $4,139-67.1% |
| Admin fee / account holder | $5,625 | $6,352-11.4% | $14,116-60.1% | $7,234-22.2% |