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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 | $167,446 | $124,425+34.6% | $112,040+49.5% | $137,256+22.0% |
| Participation rate | 68.2% | 79.3%-11.1pp | 76.5%-8.3pp | 80.0%-11.8pp |
| Annual return | 8.99% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,487 | $3,411-56.4% | $2,954-49.7% | $4,156-64.2% |
| Participant deferral / active EE | $3,962 | $5,718-30.7% | $5,098-22.3% | $6,407-38.2% |
| Admin fee / account holder | $40,224 | $15,207+164.5% | $12,098+232.5% | $12,270+227.8% |