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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 | $149,571 | $112,729+32.7% | $98,716+51.5% | $137,256+9.0% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 5.74% | 38.48%-32.7pp | 31.81%-26.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $699 | $2,725-74.4% | $2,279-69.3% | $4,156-83.2% |
| Participant deferral / active EE | $1,711 | $4,640-63.1% | $4,048-57.7% | $6,407-73.3% |
| Admin fee / account holder | $78,683 | $10,129+676.8% | $8,703+804.1% | $12,270+541.3% |