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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 | $140,470 | $81,208+73.0% | $98,920+42.0% | $79,856+75.9% |
| Participation rate | 40.8% | 72.5%-31.7pp | 76.0%-35.2pp | 69.6%-28.8pp |
| Annual return | 7.06% | 60.99%-53.9pp | 196.47%-189.4pp | 31.71%-24.7pp |
| Employer contribution / active EE | $876 | $1,960-55.3% | $2,689-67.4% | $2,471-64.6% |
| Participant deferral / active EE | $3,346 | $3,265+2.5% | $4,245-21.2% | $3,741-10.5% |
| Admin fee / account holder | $1,814 | $6,013-69.8% | $6,643-72.7% | $5,306-65.8% |