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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 | $114,712+28.6% | $173,730-15.1% | $87,485+68.6% |
| Participation rate | 44.4% | 73.0%-28.5pp | 79.6%-35.1pp | 68.9%-24.5pp |
| Annual return | 11.56% | 20.18%-8.6pp | 19.96%-8.4pp | 26.06%-14.5pp |
| Employer contribution / active EE | $884 | $2,904-69.6% | $4,577-80.7% | $2,596-65.9% |
| Participant deferral / active EE | $3,337 | $4,642-28.1% | $6,326-47.3% | $4,274-21.9% |
| Admin fee / account holder | $7,895 | $10,210-22.7% | $17,523-54.9% | $7,775+1.6% |