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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 | $168,494 | $85,766+96.5% | $136,298+23.6% | $70,126+140.3% |
| Participation rate | 42.4% | 74.2%-31.7pp | 81.9%-39.5pp | 69.5%-27.1pp |
| Annual return | 13.14% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $627 | $2,966-78.9% | $4,696-86.7% | $2,343-73.3% |
| Participant deferral / active EE | $4,385 | $5,051-13.2% | $6,247-29.8% | $3,332+31.6% |
| Admin fee / account holder | $2,100 | $5,421-61.3% | $9,244-77.3% | $4,645-54.8% |