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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 | $146,129 | $59,839+144.2% | $81,991+78.2% | $79,852+83.0% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.3%-2.6pp | 69.6%-3.0pp |
| Annual return | 7.81% | 17.56%-9.7pp | 41.31%-33.5pp | 31.72%-23.9pp |
| Employer contribution / active EE | $972 | $1,713-43.3% | $2,498-61.1% | $2,471-60.7% |
| Participant deferral / active EE | $5,089 | $2,695+88.8% | $3,722+36.7% | $3,740+36.0% |
| Admin fee / account holder | $10,811 | $4,287+152.2% | $5,665+90.9% | $5,306+103.7% |