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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 | $161,558 | $63,354+155.0% | $94,105+71.7% | $82,637+95.5% |
| Participation rate | 60.0% | 63.8%-3.8pp | 71.9%-11.9pp | 68.1%-8.1pp |
| Annual return | 9.28% | 34.36%-25.1pp | 204.55%-195.3pp | 53.51%-44.2pp |
| Employer contribution / active EE | $1,951 | $1,760+10.9% | $2,504-22.1% | $2,552-23.5% |
| Participant deferral / active EE | $3,129 | $2,873+8.9% | $3,881-19.4% | $4,126-24.2% |
| Admin fee / account holder | $110,932 | $5,073+2086.8% | $6,199+1689.4% | $7,339+1411.6% |