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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 | $160,760 | $65,041+147.2% | $90,965+76.7% | $79,858+101.3% |
| Participation rate | 38.1% | 61.6%-23.5pp | 69.0%-30.9pp | 69.6%-31.5pp |
| Annual return | 9.75% | 30.45%-20.7pp | 134.57%-124.8pp | 31.72%-22.0pp |
| Employer contribution / active EE | $393 | $1,247-68.5% | $2,122-81.5% | $2,471-84.1% |
| Participant deferral / active EE | $4,653 | $2,512+85.2% | $3,373+37.9% | $3,740+24.4% |
| Admin fee / account holder | $12,009 | $4,536+164.7% | $5,960+101.5% | $5,306+126.3% |