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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 | $95,453+74.2% | $112,040+48.4% | $82,448+101.7% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 11.58% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $774 | $2,318-66.6% | $2,954-73.8% | $2,551-69.7% |
| Participant deferral / active EE | $2,782 | $4,224-34.1% | $5,098-45.4% | $4,139-32.8% |
| Admin fee / account holder | $14,781 | $9,013+64.0% | $12,098+22.2% | $7,234+104.3% |