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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 | $146,708 | $64,462+127.6% | $81,482+80.0% | $80,911+81.3% |
| Participation rate | 59.3% | 63.9%-4.6pp | 69.5%-10.2pp | 67.6%-8.4pp |
| Annual return | 9.24% | 16.35%-7.1pp | 24.79%-15.6pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,218 | $1,979-38.4% | $2,463-50.5% | $2,756-55.8% |
| Participant deferral / active EE | $3,708 | $3,094+19.9% | $3,885-4.6% | $4,297-13.7% |
| Admin fee / account holder | $13,262 | $5,678+133.6% | $5,761+130.2% | $6,935+91.2% |