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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 | $146,193 | $72,269+102.3% | $101,271+44.4% | $79,852+83.1% |
| Participation rate | 19.2% | 68.5%-49.2pp | 75.8%-56.6pp | 69.6%-50.4pp |
| Annual return | 9.16% | 22.29%-13.1pp | 46.48%-37.3pp | 31.72%-22.6pp |
| Employer contribution / active EE | $711 | $2,692-73.6% | $3,660-80.6% | $2,471-71.2% |
| Participant deferral / active EE | $2,070 | $3,282-36.9% | $4,371-52.6% | $3,740-44.6% |
| Admin fee / account holder | $1,297 | $4,401-70.5% | $5,948-78.2% | $5,306-75.6% |