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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 | $149,621 | $58,057+157.7% | $97,032+54.2% | $86,983+72.0% |
| Participation rate | 20.0% | 60.4%-40.4pp | 71.6%-51.6pp | 69.5%-49.5pp |
| Annual return | 2.03% | 22.26%-20.2pp | 35.38%-33.3pp | 25.83%-23.8pp |
| Employer contribution / active EE | $693 | $1,663-58.3% | $2,629-73.6% | $2,584-73.2% |
| Participant deferral / active EE | $956 | $3,244-70.5% | $4,672-79.5% | $4,194-77.2% |
| Admin fee / account holder | $1,648 | $4,839-65.9% | $9,418-82.5% | $7,856-79.0% |