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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 | $140,413 | $102,245+37.3% | $89,340+57.2% | $137,256+2.3% |
| Participation rate | 47.8% | 74.9%-27.1pp | 69.6%-21.7pp | 80.0%-32.1pp |
| Annual return | 9.77% | 21.89%-12.1pp | 20.57%-10.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $558 | $2,529-78.0% | $2,231-75.0% | $4,156-86.6% |
| Participant deferral / active EE | $4,424 | $4,436-0.3% | $3,823+15.7% | $6,407-30.9% |
| Admin fee / account holder | $4,882 | $8,085-39.6% | $6,704-27.2% | $12,270-60.2% |