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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 | $151,747 | $86,949+74.5% | $102,460+48.1% | $80,959+87.4% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.9pp | 67.7%0pp |
| Annual return | 5.70% | 18.89%-13.2pp | 29.47%-23.8pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,771 | $2,370-25.3% | $3,025-41.5% | $2,757-35.8% |
| Participant deferral / active EE | $4,226 | $4,121+2.5% | $5,056-16.4% | $4,300-1.7% |
| Admin fee / account holder | $1,487 | $8,048-81.5% | $9,460-84.3% | $6,925-78.5% |