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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 | $218,696 | $123,155+77.6% | $108,753+101.1% | $155,188+40.9% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 4.15% | 44.73%-40.6pp | 37.47%-33.3pp | 148.84%-144.7pp |
| Employer contribution / active EE | $963 | $2,811-65.8% | $2,427-60.3% | $4,248-77.3% |
| Participant deferral / active EE | $5,192 | $4,623+12.3% | $4,115+26.2% | $6,531-20.5% |
| Admin fee / account holder | $1,089 | $12,126-91.0% | $10,320-89.4% | $14,480-92.5% |