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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 | $139,342 | $78,520+77.5% | $96,576+44.3% | $82,448+69.0% |
| Participation rate | 52.4% | 77.7%-25.4pp | 81.4%-29.1pp | 68.1%-15.7pp |
| Annual return | 10.36% | 41.30%-30.9pp | 38.47%-28.1pp | 41.64%-31.3pp |
| Employer contribution / active EE | $638 | $2,630-75.7% | $3,553-82.0% | $2,551-75.0% |
| Participant deferral / active EE | $4,198 | $6,754-37.8% | $7,956-47.2% | $4,139+1.4% |
| Admin fee / account holder | $13,409 | $13,455-0.3% | $11,381+17.8% | $7,234+85.4% |