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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 | $190,573 | $124,330+53.3% | $109,173+74.6% | $167,536+13.8% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 7.84% | 26.04%-18.2pp | 25.75%-17.9pp | 478.82%-471.0pp |
| Employer contribution / active EE | $1,518 | $4,209-63.9% | $3,723-59.2% | $4,839-68.6% |
| Participant deferral / active EE | $5,501 | $5,256+4.7% | $4,654+18.2% | $6,342-13.3% |
| Admin fee / account holder | $1,338 | $7,974-83.2% | $6,755-80.2% | $12,315-89.1% |