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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 | $153,569 | $74,535+106.0% | $100,712+52.5% | $82,637+85.8% |
| Participation rate | 54.8% | 61.2%-6.4pp | 69.3%-14.5pp | 68.1%-13.3pp |
| Annual return | 8.44% | 18.92%-10.5pp | 33.27%-24.8pp | 53.51%-45.1pp |
| Employer contribution / active EE | $502 | $1,503-66.6% | $2,313-78.3% | $2,552-80.3% |
| Participant deferral / active EE | $3,400 | $3,074+10.6% | $4,085-16.8% | $4,126-17.6% |
| Admin fee / account holder | $3,453 | $6,576-47.5% | $9,256-62.7% | $7,339-53.0% |