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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 | $138,928 | $64,359+115.9% | $90,161+54.1% | $70,124+98.1% |
| Participation rate | 67.9% | 70.4%-2.5pp | 76.9%-9.0pp | 69.5%-1.6pp |
| Annual return | 10.75% | 28.13%-17.4pp | 34.89%-24.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $574 | $2,046-71.9% | $3,318-82.7% | $2,342-75.5% |
| Participant deferral / active EE | $4,979 | $4,389+13.4% | $5,287-5.8% | $3,332+49.4% |
| Admin fee / account holder | $36,801 | $3,945+832.8% | $5,943+519.2% | $4,645+692.2% |