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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 | $168,291 | $109,782+53.3% | $260,467-35.4% | $94,015+79.0% |
| Participation rate | 35.2% | 67.2%-32.0pp | 80.5%-45.3pp | 70.8%-35.6pp |
| Annual return | 10.60% | 18.60%-8.0pp | 100.60%-90.0pp | 17.84%-7.2pp |
| Employer contribution / active EE | $454 | $2,147-78.9% | $4,239-89.3% | $2,790-83.7% |
| Participant deferral / active EE | $3,705 | $4,044-8.4% | $6,319-41.4% | $4,249-12.8% |
| Admin fee / account holder | $40,419 | $11,958+238.0% | $15,461+161.4% | $8,951+351.6% |