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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 | $154,560 | $73,787+109.5% | $98,716+56.6% | $82,448+87.5% |
| Participation rate | 48.0% | 61.4%-13.4pp | 69.3%-21.3pp | 68.1%-20.1pp |
| Annual return | 8.70% | 18.57%-9.9pp | 31.81%-23.1pp | 41.64%-32.9pp |
| Employer contribution / active EE | $400 | $1,511-73.5% | $2,279-82.4% | $2,551-84.3% |
| Participant deferral / active EE | $3,732 | $3,081+21.1% | $4,048-7.8% | $4,139-9.8% |
| Admin fee / account holder | $6,539 | $6,500+0.6% | $8,703-24.9% | $7,234-9.6% |