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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 | $168,182 | $85,024+97.8% | $70,544+138.4% | $139,466+20.6% |
| Participation rate | 11.8% | 73.9%-62.1pp | 68.4%-56.6pp | 80.3%-68.6pp |
| Annual return | 5.00% | 30.39%-25.4pp | 32.79%-27.8pp | 373.66%-368.7pp |
| Employer contribution / active EE | $667 | $3,912-83.0% | $2,976-77.6% | $4,754-86.0% |
| Participant deferral / active EE | $3,740 | $5,891-36.5% | $4,568-18.1% | $6,712-44.3% |
| Admin fee / account holder | $371 | $8,928-95.8% | $6,427-94.2% | $11,409-96.7% |