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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 | $112,827 | $64,359+75.3% | $90,161+25.1% | $70,126+60.9% |
| Participation rate | 63.0% | 70.4%-7.5pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 12.91% | 28.13%-15.2pp | 34.89%-22.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $366 | $2,046-82.1% | $3,318-89.0% | $2,343-84.4% |
| Participant deferral / active EE | $3,607 | $4,389-17.8% | $5,287-31.8% | $3,332+8.2% |
| Admin fee / account holder | $6,633 | $3,945+68.1% | $5,943+11.6% | $4,645+42.8% |