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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 | $168,325 | $74,535+125.8% | $100,712+67.1% | $82,637+103.7% |
| Participation rate | 69.8% | 61.2%+8.6pp | 69.3%+0.5pp | 68.1%+1.8pp |
| Annual return | 10.08% | 18.92%-8.8pp | 33.27%-23.2pp | 53.51%-43.4pp |
| Employer contribution / active EE | $598 | $1,503-60.2% | $2,313-74.2% | $2,552-76.6% |
| Participant deferral / active EE | $5,462 | $3,074+77.7% | $4,085+33.7% | $4,126+32.4% |
| Admin fee / account holder | $38,757 | $6,576+489.4% | $9,256+318.7% | $7,339+428.1% |