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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 | $150,293 | $100,784+49.1% | $191,597-21.6% | $82,637+81.9% |
| Participation rate | 53.8% | 70.5%-16.6pp | 76.9%-23.1pp | 68.1%-14.2pp |
| Annual return | 11.70% | 18.13%-6.4pp | 27.07%-15.4pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,028 | $3,102-66.8% | $5,025-79.5% | $2,552-59.7% |
| Participant deferral / active EE | $2,982 | $4,937-39.6% | $6,850-56.5% | $4,126-27.7% |
| Admin fee / account holder | $6,662 | $10,062-33.8% | $22,799-70.8% | $7,339-9.2% |