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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 | $57,061+159.2% | $85,063+73.9% | $80,911+82.8% |
| Participation rate | 18.3% | 56.3%-38.0pp | 67.5%-49.2pp | 67.6%-49.3pp |
| Annual return | 8.69% | 21.66%-13.0pp | 66.54%-57.8pp | 35.63%-26.9pp |
| Employer contribution / active EE | $517 | $1,799-71.2% | $2,727-81.0% | $2,756-81.2% |
| Participant deferral / active EE | $1,065 | $3,110-65.8% | $4,523-76.5% | $4,297-75.2% |
| Admin fee / account holder | $3,564 | $4,986-28.5% | $6,155-42.1% | $6,935-48.6% |