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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 | $143,589 | $61,815+132.3% | $97,295+47.6% | $80,959+77.4% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.7%-24.8pp |
| Annual return | 7.14% | -558.73%+565.9pp | 75.62%-68.5pp | 35.67%-28.5pp |
| Employer contribution / active EE | $455 | $1,836-75.2% | $2,723-83.3% | $2,757-83.5% |
| Participant deferral / active EE | $1,933 | $3,027-36.1% | $4,264-54.7% | $4,300-55.0% |
| Admin fee / account holder | $3,316 | $5,166-35.8% | $5,646-41.3% | $6,925-52.1% |