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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 | $136,649 | $74,535+83.3% | $100,712+35.7% | $82,637+65.4% |
| Participation rate | 47.6% | 61.2%-13.6pp | 69.3%-21.7pp | 68.1%-20.4pp |
| Annual return | 11.93% | 18.92%-7.0pp | 33.27%-21.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $898 | $1,503-40.3% | $2,313-61.2% | $2,552-64.8% |
| Participant deferral / active EE | $4,173 | $3,074+35.8% | $4,085+2.2% | $4,126+1.1% |
| Admin fee / account holder | $8,427 | $6,576+28.2% | $9,256-9.0% | $7,339+14.8% |