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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 | $115,225+22.1% | $100,712+39.7% | $138,895+1.3% |
| Participation rate | 61.9% | 74.3%-12.4pp | 69.3%-7.4pp | 79.9%-18.0pp |
| Annual return | 9.28% | 40.35%-31.1pp | 33.27%-24.0pp | 145.39%-136.1pp |
| Employer contribution / active EE | $837 | $2,771-69.8% | $2,313-63.8% | $4,194-80.0% |
| Participant deferral / active EE | $1,507 | $4,699-67.9% | $4,085-63.1% | $6,396-76.4% |
| Admin fee / account holder | $838 | $10,844-92.3% | $9,256-90.9% | $12,562-93.3% |