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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 | $159,602 | $115,225+38.5% | $100,712+58.5% | $138,895+14.9% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 7.78% | 40.35%-32.6pp | 33.27%-25.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,274 | $2,771-54.0% | $2,313-44.9% | $4,194-69.6% |
| Participant deferral / active EE | $1,593 | $4,699-66.1% | $4,085-61.0% | $6,396-75.1% |
| Admin fee / account holder | $1,356 | $10,844-87.5% | $9,256-85.4% | $12,562-89.2% |