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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 | $81,276+104.3% | $155,574+6.7% | $80,925+105.2% |
| Participation rate | 23.5% | 66.2%-42.7pp | 78.2%-54.7pp | 67.7%-44.1pp |
| Annual return | 8.34% | 33.36%-25.0pp | 64.87%-56.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $416 | $3,103-86.6% | $4,676-91.1% | $2,756-84.9% |
| Participant deferral / active EE | $1,058 | $3,453-69.4% | $5,629-81.2% | $4,299-75.4% |
| Admin fee / account holder | $5,274 | $7,993-34.0% | $15,914-66.9% | $6,940-24.0% |