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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 | $181,118 | $65,395+177.0% | $182,540-0.8% | $72,975+148.2% |
| Participation rate | 62.5% | 65.4%-2.9pp | 78.0%-15.5pp | 69.5%-7.0pp |
| Annual return | 16.64% | 27.68%-11.0pp | 148.58%-131.9pp | 81.01%-64.4pp |
| Employer contribution / active EE | $869 | $1,911-54.6% | $4,076-78.7% | $2,440-64.4% |
| Participant deferral / active EE | $5,445 | $3,563+52.8% | $5,525-1.4% | $3,608+50.9% |
| Admin fee / account holder | $1,969 | $4,245-53.6% | $8,593-77.1% | $5,124-61.6% |