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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 | $86,919+74.6% | $102,457+48.1% | $80,911+87.5% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%0pp |
| Annual return | 5.70% | 18.90%-13.2pp | 29.41%-23.7pp | 35.63%-29.9pp |
| Employer contribution / active EE | $1,771 | $2,368-25.2% | $3,022-41.4% | $2,756-35.7% |
| Participant deferral / active EE | $4,226 | $4,119+2.6% | $5,054-16.4% | $4,297-1.7% |
| Admin fee / account holder | $1,487 | $8,049-81.5% | $9,451-84.3% | $6,935-78.6% |