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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 | $151,252 | $89,259+69.5% | $107,187+41.1% | $82,637+83.0% |
| Participation rate | 29.5% | 67.9%-38.4pp | 75.0%-45.5pp | 68.1%-38.5pp |
| Annual return | 11.13% | 21.02%-9.9pp | 204.55%-193.4pp | 53.51%-42.4pp |
| Employer contribution / active EE | $815 | $3,080-73.5% | $3,782-78.5% | $2,552-68.1% |
| Participant deferral / active EE | $3,610 | $4,037-10.6% | $5,096-29.2% | $4,126-12.5% |
| Admin fee / account holder | $1,963 | $7,381-73.4% | $9,162-78.6% | $7,339-73.2% |