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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 | $147,847 | $81,504+81.4% | $102,437+44.3% | $80,959+82.6% |
| Participation rate | 42.3% | 66.9%-24.5pp | 74.5%-32.2pp | 67.7%-25.4pp |
| Annual return | 6.40% | 25.60%-19.2pp | 24.95%-18.6pp | 35.67%-29.3pp |
| Employer contribution / active EE | $904 | $3,104-70.9% | $3,871-76.7% | $2,757-67.2% |
| Participant deferral / active EE | $2,164 | $3,871-44.1% | $5,060-57.2% | $4,300-49.7% |
| Admin fee / account holder | $70,146 | $6,719+943.9% | $8,388+736.3% | $6,925+912.9% |