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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 | $153,344 | $55,713+175.2% | $75,901+102.0% | $72,975+110.1% |
| Participation rate | 24.7% | 61.1%-36.5pp | 69.3%-44.6pp | 69.5%-44.8pp |
| Annual return | 13.76% | 27.60%-13.8pp | 30.76%-17.0pp | 81.01%-67.3pp |
| Employer contribution / active EE | $1,552 | $1,687-8.0% | $2,501-37.9% | $2,440-36.4% |
| Participant deferral / active EE | $2,184 | $2,634-17.1% | $3,603-39.4% | $3,608-39.5% |
| Admin fee / account holder | $6,599 | $3,980+65.8% | $5,420+21.7% | $5,124+28.8% |