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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 | $166,026 | $81,358+104.1% | $155,556+6.7% | $80,959+105.1% |
| Participation rate | 23.5% | 66.3%-42.7pp | 78.2%-54.7pp | 67.7%-44.1pp |
| Annual return | 8.34% | 33.39%-25.0pp | 64.84%-56.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $416 | $3,106-86.6% | $4,675-91.1% | $2,757-84.9% |
| Participant deferral / active EE | $1,058 | $3,455-69.4% | $5,631-81.2% | $4,300-75.4% |
| Admin fee / account holder | $5,274 | $7,994-34.0% | $15,885-66.8% | $6,925-23.9% |