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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 | $73,787+113.7% | $98,716+59.7% | $82,448+91.2% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.3%-42.6pp | 68.1%-41.4pp |
| Annual return | 0.52% | 18.57%-18.0pp | 31.81%-31.3pp | 41.64%-41.1pp |
| Employer contribution / active EE | $465 | $1,511-69.2% | $2,279-79.6% | $2,551-81.8% |
| Participant deferral / active EE | $1,428 | $3,081-53.7% | $4,048-64.7% | $4,139-65.5% |
| Admin fee / account holder | $2,173 | $6,500-66.6% | $8,703-75.0% | $7,234-70.0% |