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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 | $184,570 | $148,623+24.2% | $135,974+35.7% | $139,466+32.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.30% | 79.30%-69.0pp | 68.30%-58.0pp | 373.66%-363.4pp |
| Employer contribution / active EE | $1,121 | $5,246-78.6% | $4,859-76.9% | $4,754-76.4% |
| Participant deferral / active EE | $5,897 | $8,103-27.2% | $7,760-24.0% | $6,712-12.1% |
| Admin fee / account holder | $5,385 | $12,406-56.6% | $10,767-50.0% | $11,409-52.8% |