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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 | $186,836 | $71,230+162.3% | $93,727+99.3% | $80,959+130.8% |
| Participation rate | 68.8% | 60.4%+8.4pp | 68.7%0pp | 67.7%+1.1pp |
| Annual return | 5.84% | 11.26%-5.4pp | 133.83%-128.0pp | 35.67%-29.8pp |
| Employer contribution / active EE | $4,904 | $1,565+213.3% | $2,421+102.5% | $2,757+77.9% |
| Participant deferral / active EE | $2,860 | $4,037-29.2% | $4,417-35.3% | $4,300-33.5% |
| Admin fee / account holder | $12,608 | $6,961+81.1% | $8,292+52.1% | $6,925+82.1% |