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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 | $150,727 | $90,400+66.7% | $186,193-19.0% | $87,485+72.3% |
| Participation rate | 64.8% | 66.2%-1.4pp | 77.1%-12.3pp | 68.9%-4.1pp |
| Annual return | 11.79% | 22.15%-10.4pp | 78.03%-66.2pp | 26.06%-14.3pp |
| Employer contribution / active EE | $866 | $2,170-60.1% | $3,918-77.9% | $2,596-66.6% |
| Participant deferral / active EE | $5,609 | $4,330+29.5% | $6,513-13.9% | $4,274+31.3% |
| Admin fee / account holder | $19,700 | $8,673+127.1% | $11,058+78.2% | $7,775+153.4% |