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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 | $162,818 | $99,994+62.8% | $146,643+11.0% | $85,847+89.7% |
| Participation rate | 58.0% | 73.1%-15.1pp | 80.1%-22.1pp | 69.3%-11.3pp |
| Annual return | 11.13% | 18.93%-7.8pp | 22.75%-11.6pp | 318.61%-307.5pp |
| Employer contribution / active EE | $1,734 | $2,559-32.2% | $4,137-58.1% | $2,565-32.4% |
| Participant deferral / active EE | $5,408 | $4,006+35.0% | $5,506-1.8% | $3,952+36.8% |
| Admin fee / account holder | $39,438 | $7,703+412.0% | $10,280+283.6% | $6,261+529.9% |