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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 | $154,449 | $80,985+90.7% | $96,576+59.9% | $75,181+105.4% |
| Participation rate | 59.0% | 71.8%-12.8pp | 76.0%-17.0pp | 67.2%-8.2pp |
| Annual return | 10.26% | 27.05%-16.8pp | 25.87%-15.6pp | 160.69%-150.4pp |
| Employer contribution / active EE | $964 | $2,282-57.8% | $2,965-67.5% | $2,671-63.9% |
| Participant deferral / active EE | $4,313 | $3,929+9.8% | $4,851-11.1% | $4,126+4.5% |
| Admin fee / account holder | $3,302 | $6,719-50.8% | $8,253-60.0% | $5,650-41.6% |