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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 | $166,321 | $97,550+70.5% | $120,344+38.2% | $87,485+90.1% |
| Participation rate | 58.1% | 72.8%-14.8pp | 76.7%-18.6pp | 68.9%-10.9pp |
| Annual return | 11.58% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.5pp |
| Employer contribution / active EE | $774 | $2,291-66.2% | $3,020-74.4% | $2,596-70.2% |
| Participant deferral / active EE | $2,782 | $4,230-34.2% | $5,135-45.8% | $4,274-34.9% |
| Admin fee / account holder | $14,781 | $9,543+54.9% | $12,742+16.0% | $7,775+90.1% |