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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 | $71,230+81.4% | $93,727+37.8% | $80,959+59.6% |
| Participation rate | 58.4% | 60.4%-2.0pp | 68.7%-10.3pp | 67.7%-9.2pp |
| Annual return | 9.36% | 11.26%-1.9pp | 133.83%-124.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $508 | $1,565-67.5% | $2,421-79.0% | $2,757-81.6% |
| Participant deferral / active EE | $4,877 | $4,037+20.8% | $4,417+10.4% | $4,300+13.4% |
| Admin fee / account holder | $11,189 | $6,961+60.7% | $8,292+34.9% | $6,925+61.6% |