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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 | $147,899 | $62,672+136.0% | $185,117-20.1% | $70,126+110.9% |
| Participation rate | 36.0% | 63.8%-27.8pp | 77.3%-41.3pp | 69.5%-33.5pp |
| Annual return | 4.30% | 40.79%-36.5pp | 40.50%-36.2pp | 73.15%-68.9pp |
| Employer contribution / active EE | $1,229 | $1,753-29.9% | $4,182-70.6% | $2,343-47.5% |
| Participant deferral / active EE | $2,327 | $3,272-28.9% | $5,045-53.9% | $3,332-30.1% |
| Admin fee / account holder | $543 | $3,932-86.2% | $8,159-93.3% | $4,645-88.3% |