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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 | $140,745 | $112,729+24.9% | $98,716+42.6% | $137,256+2.5% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.3%-7.4pp | 80.0%-18.1pp |
| Annual return | 9.28% | 38.48%-29.2pp | 31.81%-22.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $837 | $2,725-69.3% | $2,279-63.3% | $4,156-79.9% |
| Participant deferral / active EE | $1,507 | $4,640-67.5% | $4,048-62.8% | $6,407-76.5% |
| Admin fee / account holder | $838 | $10,129-91.7% | $8,703-90.4% | $12,270-93.2% |