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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 | $129,195 | $71,057+81.8% | $93,654+37.9% | $80,874+59.7% |
| Participation rate | 58.4% | 60.4%-2.0pp | 68.7%-10.3pp | 67.6%-9.2pp |
| Annual return | 9.36% | 11.26%-1.9pp | 133.34%-124.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $508 | $1,564-67.5% | $2,421-79.0% | $2,756-81.6% |
| Participant deferral / active EE | $4,877 | $4,034+20.9% | $4,413+10.5% | $4,297+13.5% |
| Admin fee / account holder | $11,189 | $6,944+61.1% | $8,282+35.1% | $6,935+61.3% |