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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 | $144,377 | $70,418+105.0% | $96,570+49.5% | $85,847+68.2% |
| Participation rate | 41.2% | 61.8%-20.6pp | 69.8%-28.6pp | 69.3%-28.1pp |
| Annual return | 10.68% | 18.59%-7.9pp | 37.79%-27.1pp | 318.61%-307.9pp |
| Employer contribution / active EE | $796 | $1,413-43.7% | $2,357-66.2% | $2,565-69.0% |
| Participant deferral / active EE | $3,299 | $2,894+14.0% | $3,849-14.3% | $3,952-16.5% |
| Admin fee / account holder | $30,034 | $4,995+501.3% | $6,182+385.8% | $6,261+379.7% |