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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 | $159,913 | $58,848+171.7% | $88,179+81.4% | $82,637+93.5% |
| Participation rate | 19.5% | 57.9%-38.4pp | 69.1%-49.7pp | 68.1%-48.6pp |
| Annual return | 12.02% | 22.76%-10.7pp | 64.97%-53.0pp | 53.51%-41.5pp |
| Employer contribution / active EE | $324 | $1,678-80.7% | $2,549-87.3% | $2,552-87.3% |
| Participant deferral / active EE | $793 | $3,124-74.6% | $4,614-82.8% | $4,126-80.8% |
| Admin fee / account holder | $5,298 | $4,795+10.5% | $7,673-31.0% | $7,339-27.8% |