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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 | $148,731 | $101,763+46.2% | $164,866-9.8% | $80,874+83.9% |
| Participation rate | 57.7% | 71.8%-14.1pp | 78.6%-20.9pp | 67.6%-9.9pp |
| Annual return | 10.12% | 16.73%-6.6pp | 69.97%-59.8pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,307 | $2,954-55.8% | $4,343-69.9% | $2,756-52.6% |
| Participant deferral / active EE | $3,686 | $4,477-17.7% | $6,033-38.9% | $4,297-14.2% |
| Admin fee / account holder | $4,895 | $8,228-40.5% | $12,689-61.4% | $6,935-29.4% |