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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 | $145,978 | $114,712+27.3% | $173,730-16.0% | $87,485+66.9% |
| Participation rate | 61.6% | 73.0%-11.4pp | 79.6%-17.9pp | 68.9%-7.3pp |
| Annual return | 9.38% | 20.18%-10.8pp | 19.96%-10.6pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,145 | $2,904-60.6% | $4,577-75.0% | $2,596-55.9% |
| Participant deferral / active EE | $3,096 | $4,642-33.3% | $6,326-51.1% | $4,274-27.6% |
| Admin fee / account holder | $2,358 | $10,210-76.9% | $17,523-86.5% | $7,775-69.7% |