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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 | $145,405 | $80,983+79.5% | $96,544+50.6% | $75,177+93.4% |
| Participation rate | 61.5% | 71.8%-10.3pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 10.33% | 27.05%-16.7pp | 25.88%-15.5pp | 160.75%-150.4pp |
| Employer contribution / active EE | $985 | $2,282-56.8% | $2,966-66.8% | $2,671-63.1% |
| Participant deferral / active EE | $5,566 | $3,929+41.7% | $4,851+14.7% | $4,126+34.9% |
| Admin fee / account holder | $5,412 | $6,717-19.4% | $8,254-34.4% | $5,651-4.2% |