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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 | $63,456+151.0% | $100,712+58.1% | $64,097+148.5% |
| Participation rate | 47.2% | 49.7%-2.5pp | 69.3%-22.1pp | 55.2%-8.0pp |
| Annual return | 11.49% | 19.65%-8.2pp | 33.27%-21.8pp | 34.64%-23.2pp |
| Employer contribution / active EE | $492 | $1,003-51.0% | $2,313-78.7% | $1,891-74.0% |
| Participant deferral / active EE | $3,211 | $2,463+30.4% | $4,085-21.4% | $3,080+4.3% |
| Admin fee / account holder | $8,066 | $4,808+67.8% | $9,256-12.9% | $3,454+133.5% |