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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 | $163,328 | $118,875+37.4% | $96,572+69.1% | $167,553-2.5% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 4.97% | 50.50%-45.5pp | 37.79%-32.8pp | 478.89%-473.9pp |
| Employer contribution / active EE | $1,540 | $3,121-50.7% | $2,357-34.7% | $4,840-68.2% |
| Participant deferral / active EE | $6,594 | $4,617+42.8% | $3,850+71.3% | $6,343+4.0% |
| Admin fee / account holder | $1,045 | $8,070-87.1% | $6,183-83.1% | $12,316-91.5% |