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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 | $198,936 | $103,393+92.4% | $87,103+128.4% | $152,909+30.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 2.08% | 28.10%-26.0pp | 28.19%-26.1pp | 345.46%-343.4pp |
| Employer contribution / active EE | $769 | $3,221-76.1% | $2,521-69.5% | $4,764-83.9% |
| Participant deferral / active EE | $4,421 | $4,778-7.5% | $4,049+9.2% | $5,851-24.4% |
| Admin fee / account holder | $404 | $12,195-96.7% | $7,491-94.6% | $11,601-96.5% |