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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 | $168,300 | $139,948+20.3% | $121,663+38.3% | $154,746+8.8% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 5.65% | 230.52%-224.9pp | 147.54%-141.9pp | 172.34%-166.7pp |
| Employer contribution / active EE | $932 | $3,521-73.5% | $3,020-69.1% | $4,379-78.7% |
| Participant deferral / active EE | $3,788 | $5,629-32.7% | $4,887-22.5% | $6,730-43.7% |
| Admin fee / account holder | $340 | $17,321-98.0% | $14,289-97.6% | $14,365-97.6% |