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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 | $152,725 | $65,367+133.6% | $92,915+64.4% | $72,976+109.3% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.0%-20.0pp | 69.5%-13.5pp |
| Annual return | 3.90% | 42.11%-38.2pp | 109.45%-105.6pp | 81.02%-77.1pp |
| Employer contribution / active EE | $1,231 | $2,594-52.6% | $3,653-66.3% | $2,440-49.6% |
| Participant deferral / active EE | $2,772 | $3,128-11.4% | $4,238-34.6% | $3,608-23.2% |
| Admin fee / account holder | $4,213 | $4,251-0.9% | $5,796-27.3% | $5,124-17.8% |