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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 | $161,671 | $102,422+57.8% | $147,117+9.9% | $80,959+99.7% |
| Participation rate | 40.7% | 75.9%-35.1pp | 82.2%-41.4pp | 67.7%-26.9pp |
| Annual return | 8.85% | 135.16%-126.3pp | 420.54%-411.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $2,540 | $3,717-31.7% | $4,932-48.5% | $2,757-7.9% |
| Participant deferral / active EE | $3,368 | $6,652-49.4% | $8,065-58.2% | $4,300-21.7% |
| Admin fee / account holder | $6,763 | $7,953-15.0% | $12,993-47.9% | $6,925-2.3% |