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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 | $158,163 | $77,962+102.9% | $178,540-11.4% | $80,935+95.4% |
| Participation rate | 61.1% | 65.7%-4.6pp | 77.1%-16.0pp | 67.7%-6.6pp |
| Annual return | 8.37% | 18.10%-9.7pp | 27.15%-18.8pp | 35.66%-27.3pp |
| Employer contribution / active EE | $653 | $2,280-71.3% | $3,953-83.5% | $2,757-76.3% |
| Participant deferral / active EE | $4,842 | $4,404+9.9% | $6,281-22.9% | $4,299+12.6% |
| Admin fee / account holder | $32,188 | $7,156+349.8% | $10,424+208.8% | $6,924+364.8% |