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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 | $154,065 | $108,825+41.6% | $156,181-1.4% | $82,448+86.9% |
| Participation rate | 36.8% | 72.4%-35.5pp | 78.8%-42.0pp | 68.1%-31.2pp |
| Annual return | 8.84% | 20.59%-11.8pp | 64.87%-56.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $992 | $2,870-65.4% | $4,294-76.9% | $2,551-61.1% |
| Participant deferral / active EE | $4,026 | $4,577-12.0% | $6,132-34.3% | $4,139-2.7% |
| Admin fee / account holder | $16,907 | $9,341+81.0% | $14,586+15.9% | $7,234+133.7% |