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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 | $138,510 | $78,520+76.4% | $96,576+43.4% | $82,448+68.0% |
| Participation rate | 67.9% | 77.7%-9.9pp | 81.4%-13.6pp | 68.1%-0.2pp |
| Annual return | 11.94% | 41.30%-29.4pp | 38.47%-26.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $755 | $2,630-71.3% | $3,553-78.7% | $2,551-70.4% |
| Participant deferral / active EE | $8,461 | $6,754+25.3% | $7,956+6.3% | $4,139+104.4% |
| Admin fee / account holder | $35,432 | $13,455+163.3% | $11,381+211.3% | $7,234+389.8% |