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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 | $157,466 | $108,825+44.7% | $156,181+0.8% | $82,448+91.0% |
| Participation rate | 59.3% | 72.4%-13.1pp | 78.8%-19.6pp | 68.1%-8.8pp |
| Annual return | 10.84% | 20.59%-9.7pp | 64.87%-54.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,097 | $2,870-61.8% | $4,294-74.4% | $2,551-57.0% |
| Participant deferral / active EE | $4,517 | $4,577-1.3% | $6,132-26.3% | $4,139+9.1% |
| Admin fee / account holder | $6,377 | $9,341-31.7% | $14,586-56.3% | $7,234-11.8% |