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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 | $107,079+74.0% | $151,266+23.1% | $87,485+112.9% |
| Participation rate | 55.8% | 71.1%-15.3pp | 77.0%-21.2pp | 68.9%-13.1pp |
| Annual return | 11.58% | 22.17%-10.6pp | 180.60%-169.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $954 | $3,174-69.9% | $4,237-77.5% | $2,596-63.2% |
| Participant deferral / active EE | $3,152 | $5,789-45.5% | $7,337-57.0% | $4,274-26.2% |
| Admin fee / account holder | $9,164 | $8,059+13.7% | $13,159-30.4% | $7,775+17.9% |