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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 | $143,353 | $71,197+101.3% | $93,669+53.0% | $80,925+77.1% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.7%-3.4pp |
| Annual return | 6.97% | 11.27%-4.3pp | 133.59%-126.6pp | 35.65%-28.7pp |
| Employer contribution / active EE | $589 | $1,565-62.3% | $2,424-75.7% | $2,756-78.6% |
| Participant deferral / active EE | $1,951 | $4,036-51.6% | $4,416-55.8% | $4,299-54.6% |
| Admin fee / account holder | $27,409 | $6,959+293.9% | $8,291+230.6% | $6,940+294.9% |