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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 | $108,825+34.1% | $156,181-6.5% | $82,448+77.1% |
| Participation rate | 61.6% | 72.4%-10.7pp | 78.8%-17.2pp | 68.1%-6.4pp |
| Annual return | 9.38% | 20.59%-11.2pp | 64.87%-55.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,145 | $2,870-60.1% | $4,294-73.3% | $2,551-55.1% |
| Participant deferral / active EE | $3,096 | $4,577-32.4% | $6,132-49.5% | $4,139-25.2% |
| Admin fee / account holder | $2,358 | $9,341-74.8% | $14,586-83.8% | $7,234-67.4% |