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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 | $162,460 | $77,472+109.7% | $100,392+61.8% | $80,935+100.7% |
| Participation rate | 65.1% | 76.9%-11.8pp | 81.5%-16.4pp | 67.7%-2.5pp |
| Annual return | 10.54% | 37.26%-26.7pp | 49.45%-38.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $588 | $2,800-79.0% | $3,941-85.1% | $2,757-78.7% |
| Participant deferral / active EE | $3,118 | $6,818-54.3% | $8,090-61.5% | $4,299-27.5% |
| Admin fee / account holder | $6,869 | $5,885+16.7% | $7,904-13.1% | $6,924-0.8% |