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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 | $174,605 | $112,729+54.9% | $98,716+76.9% | $137,256+27.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 6.03% | 38.48%-32.5pp | 31.81%-25.8pp | 220.34%-214.3pp |
| Employer contribution / active EE | $833 | $2,725-69.4% | $2,279-63.5% | $4,156-80.0% |
| Participant deferral / active EE | $3,096 | $4,640-33.3% | $4,048-23.5% | $6,407-51.7% |
| Admin fee / account holder | $2,476 | $10,129-75.6% | $8,703-71.6% | $12,270-79.8% |