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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 | $143,159 | $106,864+34.0% | $147,318-2.8% | $82,637+73.2% |
| Participation rate | 41.5% | 75.5%-34.0pp | 82.1%-40.6pp | 68.1%-26.6pp |
| Annual return | 10.47% | 27.49%-17.0pp | 70.43%-60.0pp | 53.51%-43.0pp |
| Employer contribution / active EE | $2,283 | $3,417-33.2% | $4,593-50.3% | $2,552-10.6% |
| Participant deferral / active EE | $5,834 | $6,496-10.2% | $7,906-26.2% | $4,126+41.4% |
| Admin fee / account holder | $1,159 | $8,415-86.2% | $13,708-91.5% | $7,339-84.2% |