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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 | $186,276 | $98,652+88.8% | $142,942+30.3% | $82,448+125.9% |
| Participation rate | 55.8% | 72.8%-16.9pp | 76.8%-21.0pp | 68.1%-12.3pp |
| Annual return | 11.58% | 22.65%-11.1pp | 113.70%-102.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $954 | $3,211-70.3% | $4,139-76.9% | $2,551-62.6% |
| Participant deferral / active EE | $3,152 | $5,580-43.5% | $7,128-55.8% | $4,139-23.8% |
| Admin fee / account holder | $9,164 | $8,078+13.4% | $12,475-26.5% | $7,234+26.7% |