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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 | $152,210 | $51,202+197.3% | $70,548+115.8% | $75,181+102.5% |
| Participation rate | 27.0% | 61.0%-33.9pp | 68.3%-41.3pp | 67.2%-40.2pp |
| Annual return | 8.62% | 30.05%-21.4pp | 32.78%-24.2pp | 160.69%-152.1pp |
| Employer contribution / active EE | $716 | $1,827-60.8% | $2,975-75.9% | $2,671-73.2% |
| Participant deferral / active EE | $1,085 | $2,850-61.9% | $4,567-76.2% | $4,126-73.7% |
| Admin fee / account holder | $3,216 | $4,094-21.5% | $6,424-49.9% | $5,650-43.1% |