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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 | $172,643 | $49,897+246.0% | $80,648+114.1% | $75,177+129.6% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 12.14% | 34.68%-22.5pp | 937.21%-925.1pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,864 | $1,699+9.7% | $2,724-31.6% | $2,671-30.2% |
| Participant deferral / active EE | $3,911 | $2,992+30.7% | $4,443-12.0% | $4,126-5.2% |
| Admin fee / account holder | $1,844 | $3,579-48.5% | $5,382-65.7% | $5,651-67.4% |