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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 | $158,768 | $117,895+34.7% | $102,460+55.0% | $145,897+8.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.76% | 31.92%-25.2pp | 29.47%-22.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,195 | $3,619-39.4% | $3,025-27.5% | $4,663-52.9% |
| Participant deferral / active EE | $4,967 | $5,736-13.4% | $5,056-1.8% | $6,689-25.7% |
| Admin fee / account holder | $4,542 | $13,353-66.0% | $9,460-52.0% | $13,390-66.1% |