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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 | $144,290 | $83,898+72.0% | $133,346+8.2% | $94,015+53.5% |
| Participation rate | 53.4% | 63.4%-9.9pp | 72.8%-19.4pp | 70.8%-17.4pp |
| Annual return | 8.69% | 16.00%-7.3pp | 36.85%-28.2pp | 17.84%-9.2pp |
| Employer contribution / active EE | $451 | $1,821-75.2% | $2,853-84.2% | $2,790-83.8% |
| Participant deferral / active EE | $3,407 | $3,245+5.0% | $4,332-21.3% | $4,249-19.8% |
| Admin fee / account holder | $12,396 | $7,809+58.7% | $14,264-13.1% | $8,951+38.5% |