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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 | $145,951 | $67,602+115.9% | $82,312+77.3% | $70,126+108.1% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 5.56% | 21.57%-16.0pp | 25.88%-20.3pp | 73.15%-67.6pp |
| Employer contribution / active EE | $1,922 | $1,755+9.5% | $2,428-20.9% | $2,343-18.0% |
| Participant deferral / active EE | $5,921 | $2,987+98.2% | $3,706+59.8% | $3,332+77.7% |
| Admin fee / account holder | $3,838 | $4,512-14.9% | $5,608-31.6% | $4,645-17.4% |