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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 | $154,714 | $62,592+147.2% | $85,709+80.5% | $85,847+80.2% |
| Participation rate | 55.6% | 61.1%-5.6pp | 69.9%-14.3pp | 69.3%-13.8pp |
| Annual return | 10.63% | 23.77%-13.1pp | 21.49%-10.9pp | 318.61%-308.0pp |
| Employer contribution / active EE | $4,444 | $1,755+153.2% | $2,619+69.7% | $2,565+73.2% |
| Participant deferral / active EE | $1,932 | $2,802-31.0% | $3,924-50.8% | $3,952-51.1% |
| Admin fee / account holder | $5,597 | $4,643+20.6% | $6,876-18.6% | $6,261-10.6% |