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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 | $150,878 | $81,276+85.6% | $155,574-3.0% | $80,925+86.4% |
| Participation rate | 22.9% | 66.2%-43.4pp | 78.2%-55.4pp | 67.7%-44.8pp |
| Annual return | 8.19% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $794 | $3,103-74.4% | $4,676-83.0% | $2,756-71.2% |
| Participant deferral / active EE | $2,445 | $3,453-29.2% | $5,629-56.6% | $4,299-43.1% |
| Admin fee / account holder | $2,950 | $7,993-63.1% | $15,914-81.5% | $6,940-57.5% |