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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 | $101,798+46.1% | $165,071-9.9% | $80,935+83.8% |
| Participation rate | 57.7% | 71.8%-14.1pp | 78.6%-20.9pp | 67.7%-9.9pp |
| Annual return | 10.12% | 16.73%-6.6pp | 70.17%-60.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,307 | $2,954-55.8% | $4,347-69.9% | $2,757-52.6% |
| Participant deferral / active EE | $3,686 | $4,476-17.7% | $6,035-38.9% | $4,299-14.3% |
| Admin fee / account holder | $4,895 | $8,221-40.5% | $12,695-61.4% | $6,924-29.3% |