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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 | $154,560 | $76,834+101.2% | $108,359+42.6% | $87,485+76.7% |
| Participation rate | 48.0% | 61.7%-13.7pp | 70.1%-22.1pp | 68.9%-20.9pp |
| Annual return | 8.70% | 19.09%-10.4pp | 36.89%-28.2pp | 26.06%-17.4pp |
| Employer contribution / active EE | $400 | $1,556-74.3% | $2,399-83.3% | $2,596-84.6% |
| Participant deferral / active EE | $3,732 | $3,100+20.4% | $4,137-9.8% | $4,274-12.7% |
| Admin fee / account holder | $6,539 | $6,5370% | $9,741-32.9% | $7,775-15.9% |