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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 | $176,805 | $80,992+118.3% | $96,534+83.2% | $75,173+135.2% |
| Participation rate | 56.0% | 71.8%-15.8pp | 76.0%-20.0pp | 67.2%-11.2pp |
| Annual return | 11.79% | 27.05%-15.3pp | 25.88%-14.1pp | 160.72%-148.9pp |
| Employer contribution / active EE | $897 | $2,283-60.7% | $2,965-69.8% | $2,671-66.4% |
| Participant deferral / active EE | $5,349 | $3,929+36.1% | $4,851+10.3% | $4,126+29.6% |
| Admin fee / account holder | $883 | $6,717-86.9% | $8,253-89.3% | $5,651-84.4% |