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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 | $163,908 | $71,057+130.7% | $93,654+75.0% | $80,874+102.7% |
| Participation rate | 61.3% | 60.4%+0.9pp | 68.7%-7.4pp | 67.6%-6.4pp |
| Annual return | 9.49% | 11.26%-1.8pp | 133.34%-123.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $783 | $1,564-49.9% | $2,421-67.7% | $2,756-71.6% |
| Participant deferral / active EE | $4,831 | $4,034+19.7% | $4,413+9.5% | $4,297+12.4% |
| Admin fee / account holder | $33,716 | $6,944+385.5% | $8,282+307.1% | $6,935+386.2% |