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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 | $147,466 | $110,137+33.9% | $161,149-8.5% | $82,637+78.4% |
| Participation rate | 44.4% | 72.4%-27.9pp | 78.8%-34.4pp | 68.1%-23.6pp |
| Annual return | 11.56% | 20.69%-9.1pp | 21.16%-9.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $884 | $2,856-69.0% | $4,360-79.7% | $2,552-65.4% |
| Participant deferral / active EE | $3,337 | $4,575-27.1% | $6,153-45.8% | $4,126-19.1% |
| Admin fee / account holder | $7,895 | $9,467-16.6% | $15,194-48.0% | $7,339+7.6% |