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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 | $154,136 | $78,423+96.5% | $95,964+60.6% | $79,856+93.0% |
| Participation rate | 68.6% | 73.5%-4.9pp | 77.1%-8.5pp | 69.6%-1.1pp |
| Annual return | 1.04% | 19.37%-18.3pp | 91.64%-90.6pp | 31.71%-30.7pp |
| Employer contribution / active EE | $886 | $1,945-54.5% | $2,541-65.1% | $2,471-64.1% |
| Participant deferral / active EE | $2,395 | $3,440-30.4% | $4,167-42.5% | $3,741-36.0% |
| Admin fee / account holder | $23,895 | $5,622+325.1% | $6,797+251.5% | $5,306+350.3% |