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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 | $164,450 | $73,978+122.3% | $96,515+70.4% | $75,173+118.8% |
| Participation rate | 30.0% | 66.4%-36.4pp | 74.3%-44.3pp | 67.2%-37.2pp |
| Annual return | 10.98% | 26.72%-15.7pp | 35.73%-24.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $1,013 | $2,931-65.4% | $3,740-72.9% | $2,671-62.1% |
| Participant deferral / active EE | $2,271 | $3,660-38.0% | $4,880-53.5% | $4,126-45.0% |
| Admin fee / account holder | $45,882 | $5,219+779.2% | $6,735+581.2% | $5,651+712.0% |