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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 | $158,075 | $56,894+177.8% | $84,753+86.5% | $62,881+151.4% |
| Participation rate | 46.9% | 68.5%-21.6pp | 76.6%-29.7pp | 69.3%-22.4pp |
| Annual return | 3.42% | 6.30%-2.9pp | 22.78%-19.4pp | 20.14%-16.7pp |
| Employer contribution / active EE | $6,633 | $2,400+176.4% | $3,574+85.6% | $2,281+190.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,884 | $3,581+148.1% | $5,333+66.6% | $4,296+106.8% |