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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 | $162,488 | $78,425+107.2% | $95,956+69.3% | $79,858+103.5% |
| Participation rate | 56.1% | 73.5%-17.4pp | 77.1%-21.0pp | 69.6%-13.5pp |
| Annual return | 7.43% | 19.37%-11.9pp | 91.63%-84.2pp | 31.72%-24.3pp |
| Employer contribution / active EE | $582 | $1,945-70.1% | $2,541-77.1% | $2,471-76.5% |
| Participant deferral / active EE | $4,116 | $3,440+19.7% | $4,167-1.2% | $3,740+10.1% |
| Admin fee / account holder | $9,067 | $5,622+61.3% | $6,797+33.4% | $5,306+70.9% |