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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 | $146,071 | $74,535+96.0% | $100,712+45.0% | $82,637+76.8% |
| Participation rate | 38.6% | 61.2%-22.6pp | 69.3%-30.7pp | 68.1%-29.5pp |
| Annual return | 11.31% | 18.92%-7.6pp | 33.27%-22.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,948 | $1,503+29.6% | $2,313-15.8% | $2,552-23.7% |
| Participant deferral / active EE | $2,307 | $3,074-24.9% | $4,085-43.5% | $4,126-44.1% |
| Admin fee / account holder | $2,562 | $6,576-61.0% | $9,256-72.3% | $7,339-65.1% |