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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 | $158,428 | $106,864+48.3% | $147,318+7.5% | $82,637+91.7% |
| Participation rate | 61.5% | 75.5%-14.0pp | 82.1%-20.5pp | 68.1%-6.5pp |
| Annual return | 12.55% | 27.49%-14.9pp | 70.43%-57.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $779 | $3,417-77.2% | $4,593-83.0% | $2,552-69.5% |
| Participant deferral / active EE | $6,225 | $6,496-4.2% | $7,906-21.3% | $4,126+50.9% |
| Admin fee / account holder | $13,639 | $8,415+62.1% | $13,708-0.5% | $7,339+85.8% |