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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 | $157,648 | $74,535+111.5% | $100,712+56.5% | $82,637+90.8% |
| Participation rate | 26.7% | 61.2%-34.5pp | 69.3%-42.6pp | 68.1%-41.4pp |
| Annual return | 0.52% | 18.92%-18.4pp | 33.27%-32.8pp | 53.51%-53.0pp |
| Employer contribution / active EE | $465 | $1,503-69.0% | $2,313-79.9% | $2,552-81.8% |
| Participant deferral / active EE | $1,428 | $3,074-53.6% | $4,085-65.1% | $4,126-65.4% |
| Admin fee / account holder | $2,173 | $6,576-66.9% | $9,256-76.5% | $7,339-70.4% |