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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 | $77,472+149.6% | $100,415+92.6% | $80,959+138.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 12.01% | 37.26%-25.3pp | 49.47%-37.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $399 | $2,800-85.8% | $3,943-89.9% | $2,757-85.5% |
| Participant deferral / active EE | $2,904 | $6,818-57.4% | $8,091-64.1% | $4,300-32.5% |
| Admin fee / account holder | $7,341 | $5,885+24.7% | $7,906-7.1% | $6,925+6.0% |