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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 | $148,064 | $85,060+74.1% | $70,565+109.8% | $139,487+6.1% |
| Participation rate | 54.5% | 73.9%-19.4pp | 68.4%-13.8pp | 80.3%-25.8pp |
| Annual return | 5.28% | 30.39%-25.1pp | 32.79%-27.5pp | 373.84%-368.6pp |
| Employer contribution / active EE | $1,005 | $3,912-74.3% | $2,976-66.2% | $4,755-78.9% |
| Participant deferral / active EE | $2,323 | $5,891-60.6% | $4,568-49.2% | $6,713-65.4% |
| Admin fee / account holder | $6,707 | $8,932-24.9% | $6,430+4.3% | $11,407-41.2% |