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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 | $176,030 | $98,240+79.2% | $82,312+113.9% | $147,586+19.3% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 1.84% | 30.85%-29.0pp | 25.88%-24.0pp | 578.59%-576.8pp |
| Employer contribution / active EE | $698 | $3,192-78.1% | $2,428-71.2% | $4,876-85.7% |
| Participant deferral / active EE | $4,188 | $4,383-4.5% | $3,706+13.0% | $5,439-23.0% |
| Admin fee / account holder | $457 | $8,563-94.7% | $5,608-91.8% | $10,886-95.8% |