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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 | $159,258 | $64,010+148.8% | $108,359+47.0% | $64,340+147.5% |
| Participation rate | 47.2% | 49.4%-2.2pp | 70.1%-23.0pp | 55.2%-8.1pp |
| Annual return | 11.49% | 19.74%-8.2pp | 36.89%-25.4pp | 24.14%-12.7pp |
| Employer contribution / active EE | $492 | $1,029-52.2% | $2,399-79.5% | $1,862-73.6% |
| Participant deferral / active EE | $3,211 | $2,395+34.1% | $4,137-22.4% | $2,980+7.7% |
| Admin fee / account holder | $8,066 | $4,885+65.1% | $9,741-17.2% | $3,703+117.8% |