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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 | $133,580 | $86,940+53.6% | $102,434+30.4% | $80,935+65.0% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.4pp | 67.7%-4.5pp |
| Annual return | 7.40% | 18.89%-11.5pp | 29.46%-22.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $878 | $2,370-63.0% | $3,023-71.0% | $2,757-68.2% |
| Participant deferral / active EE | $5,329 | $4,121+29.3% | $5,055+5.4% | $4,299+23.9% |
| Admin fee / account holder | $45,202 | $8,047+461.7% | $9,462+377.7% | $6,924+552.8% |