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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 | $148,815 | $78,520+89.5% | $96,576+54.1% | $82,448+80.5% |
| Participation rate | 63.5% | 77.7%-14.3pp | 81.4%-18.0pp | 68.1%-4.6pp |
| Annual return | 12.55% | 41.30%-28.7pp | 38.47%-25.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $863 | $2,630-67.2% | $3,553-75.7% | $2,551-66.2% |
| Participant deferral / active EE | $7,317 | $6,754+8.3% | $7,956-8.0% | $4,139+76.8% |
| Admin fee / account holder | $5,638 | $13,455-58.1% | $11,381-50.5% | $7,234-22.1% |