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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 | $147,599 | $74,535+98.0% | $100,712+46.6% | $82,637+78.6% |
| Participation rate | 39.5% | 61.2%-21.6pp | 69.3%-29.7pp | 68.1%-28.5pp |
| Annual return | 6.99% | 18.92%-11.9pp | 33.27%-26.3pp | 53.51%-46.5pp |
| Employer contribution / active EE | $877 | $1,503-41.6% | $2,313-62.1% | $2,552-65.6% |
| Participant deferral / active EE | $1,730 | $3,074-43.7% | $4,085-57.7% | $4,126-58.1% |
| Admin fee / account holder | $45,194 | $6,576+587.3% | $9,256+388.3% | $7,339+515.8% |