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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 | $148,575 | $55,902+165.8% | $76,030+95.4% | $80,959+83.5% |
| Participation rate | 42.9% | 62.1%-19.2pp | 69.1%-26.2pp | 67.7%-24.8pp |
| Annual return | 9.67% | 20.59%-10.9pp | 361.54%-351.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $573 | $1,867-69.3% | $2,688-78.7% | $2,757-79.2% |
| Participant deferral / active EE | $2,352 | $3,051-22.9% | $4,257-44.8% | $4,300-45.3% |
| Admin fee / account holder | $4,541 | $5,239-13.3% | $6,421-29.3% | $6,925-34.4% |