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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 | $118,341 | $57,541+105.7% | $95,759+23.6% | $75,177+57.4% |
| Participation rate | 42.2% | 62.5%-20.3pp | 72.3%-30.0pp | 67.2%-25.0pp |
| Annual return | 12.74% | 34.93%-22.2pp | 28.42%-15.7pp | 160.75%-148.0pp |
| Employer contribution / active EE | $986 | $1,808-45.4% | $2,836-65.2% | $2,671-63.1% |
| Participant deferral / active EE | $5,481 | $3,074+78.3% | $4,244+29.2% | $4,126+32.8% |
| Admin fee / account holder | $14,371 | $4,099+250.6% | $5,678+153.1% | $5,651+154.3% |