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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 | $148,114 | $80,983+82.9% | $96,544+53.4% | $75,177+97.0% |
| Participation rate | 60.3% | 71.8%-11.5pp | 76.0%-15.7pp | 67.2%-6.9pp |
| Annual return | 1.39% | 27.05%-25.7pp | 25.88%-24.5pp | 160.75%-159.4pp |
| Employer contribution / active EE | $868 | $2,282-62.0% | $2,966-70.7% | $2,671-67.5% |
| Participant deferral / active EE | $1,941 | $3,929-50.6% | $4,851-60.0% | $4,126-53.0% |
| Admin fee / account holder | $4,965 | $6,717-26.1% | $8,254-39.9% | $5,651-12.1% |