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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 | $187,130 | $110,379+69.5% | $102,412+82.7% | $145,884+28.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.87% | 24.84%-16.0pp | 24.94%-16.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,560 | $4,216-63.0% | $3,870-59.7% | $4,662-66.5% |
| Participant deferral / active EE | $2,340 | $5,622-58.4% | $5,060-53.8% | $6,690-65.0% |
| Admin fee / account holder | $3,031 | $9,745-68.9% | $8,388-63.9% | $13,392-77.4% |