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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 | $168,975 | $102,382+65.0% | $147,005+14.9% | $80,874+108.9% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.2%-27.3pp | 67.6%-12.8pp |
| Annual return | 11.81% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $988 | $3,715-73.4% | $4,934-80.0% | $2,756-64.1% |
| Participant deferral / active EE | $6,180 | $6,646-7.0% | $8,070-23.4% | $4,297+43.8% |
| Admin fee / account holder | $2,700 | $7,942-66.0% | $13,006-79.2% | $6,935-61.1% |