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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 | $155,392 | $114,119+36.2% | $107,187+45.0% | $138,895+11.9% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 79.9%-32.9pp |
| Annual return | 10.91% | 273.21%-262.3pp | 204.55%-193.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,271 | $4,059-68.7% | $3,782-66.4% | $4,194-69.7% |
| Participant deferral / active EE | $5,337 | $5,538-3.6% | $5,096+4.7% | $6,396-16.6% |
| Admin fee / account holder | $3,023 | $10,024-69.8% | $9,162-67.0% | $12,562-75.9% |