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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 | $150,895 | $116,203+29.9% | $93,621+61.2% | $152,897-1.3% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.8%-59.2pp | 82.5%-65.8pp |
| Annual return | 8.25% | 35.96%-27.7pp | 32.76%-24.5pp | 345.43%-337.2pp |
| Employer contribution / active EE | $1,219 | $3,219-62.1% | $2,719-55.1% | $4,764-74.4% |
| Participant deferral / active EE | $2,935 | $4,605-36.3% | $4,070-27.9% | $5,851-49.8% |
| Admin fee / account holder | $1,799 | $10,751-83.3% | $7,890-77.2% | $11,599-84.5% |