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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 | $160,923 | $105,284+52.8% | $150,734+6.8% | $94,015+71.2% |
| Participation rate | 57.6% | 71.7%-14.2pp | 78.4%-20.9pp | 70.8%-13.2pp |
| Annual return | 4.18% | 15.67%-11.5pp | 600.81%-596.6pp | 17.84%-13.7pp |
| Employer contribution / active EE | $2,397 | $3,599-33.4% | $4,918-51.3% | $2,790-14.1% |
| Participant deferral / active EE | $3,980 | $4,274-6.9% | $5,610-29.0% | $4,249-6.3% |
| Admin fee / account holder | $10,267 | $9,839+4.4% | $14,905-31.1% | $8,951+14.7% |