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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 | $165,640 | $75,541+119.3% | $152,093+8.9% | $82,637+100.4% |
| Participation rate | 55.6% | 66.5%-11.0pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 11.50% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $859 | $2,622-67.2% | $4,175-79.4% | $2,552-66.3% |
| Participant deferral / active EE | $1,293 | $3,206-59.7% | $5,451-76.3% | $4,126-68.7% |
| Admin fee / account holder | $762 | $6,405-88.1% | $14,497-94.7% | $7,339-89.6% |