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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 | $147,911 | $57,119+159.0% | $85,187+73.6% | $80,935+82.8% |
| Participation rate | 18.3% | 56.4%-38.1pp | 67.5%-49.2pp | 67.7%-49.3pp |
| Annual return | 8.69% | 21.70%-13.0pp | 66.67%-58.0pp | 35.66%-27.0pp |
| Employer contribution / active EE | $517 | $1,802-71.3% | $2,732-81.1% | $2,757-81.2% |
| Participant deferral / active EE | $1,065 | $3,115-65.8% | $4,525-76.5% | $4,299-75.2% |
| Admin fee / account holder | $3,564 | $4,990-28.6% | $6,162-42.2% | $6,924-48.5% |