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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 | $162,795 | $132,099+23.2% | $115,599+40.8% | $138,895+17.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 8.31% | 176.76%-168.4pp | 111.10%-102.8pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,984 | $3,416-41.9% | $2,955-32.9% | $4,194-52.7% |
| Participant deferral / active EE | $4,539 | $5,617-19.2% | $4,889-7.2% | $6,396-29.0% |
| Admin fee / account holder | $71,592 | $15,650+357.5% | $12,841+457.5% | $12,562+469.9% |