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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 | $146,725 | $72,027+103.7% | $185,835-21.0% | $79,852+83.7% |
| Participation rate | 27.6% | 65.8%-38.2pp | 78.0%-50.5pp | 69.6%-42.1pp |
| Annual return | 3.30% | 23.13%-19.8pp | 35.96%-32.7pp | 31.72%-28.4pp |
| Employer contribution / active EE | $868 | $1,965-55.9% | $4,087-78.8% | $2,471-64.9% |
| Participant deferral / active EE | $1,443 | $3,780-61.8% | $5,633-74.4% | $3,740-61.4% |
| Admin fee / account holder | $35,849 | $4,513+694.4% | $9,502+277.3% | $5,306+575.6% |