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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 | $145,867 | $106,247+37.3% | $96,515+51.1% | $139,466+4.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 10.80% | 38.47%-27.7pp | 35.73%-24.9pp | 373.66%-362.9pp |
| Employer contribution / active EE | $858 | $4,106-79.1% | $3,740-77.1% | $4,754-82.0% |
| Participant deferral / active EE | $4,939 | $5,456-9.5% | $4,880+1.2% | $6,712-26.4% |
| Admin fee / account holder | $15,983 | $7,885+102.7% | $6,735+137.3% | $11,409+40.1% |