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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 | $153,307 | $88,672+72.9% | $105,223+45.7% | $82,448+85.9% |
| Participation rate | 57.8% | 67.9%-10.1pp | 75.0%-17.2pp | 68.1%-10.3pp |
| Annual return | 11.30% | 30.86%-19.6pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $939 | $3,048-69.2% | $3,689-74.5% | $2,551-63.2% |
| Participant deferral / active EE | $3,879 | $4,036-3.9% | $5,072-23.5% | $4,139-6.3% |
| Admin fee / account holder | $26,285 | $7,146+267.8% | $8,859+196.7% | $7,234+263.3% |