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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 | $193,397 | $77,460+149.7% | $100,378+92.7% | $80,925+139.0% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 12.01% | 37.24%-25.2pp | 49.41%-37.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $399 | $2,801-85.8% | $3,942-89.9% | $2,756-85.5% |
| Participant deferral / active EE | $2,904 | $6,818-57.4% | $8,087-64.1% | $4,299-32.4% |
| Admin fee / account holder | $7,341 | $5,887+24.7% | $7,899-7.1% | $6,940+5.8% |