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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 | $183,711 | $125,190+46.7% | $105,624+73.9% | $145,897+25.9% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 5.11% | 225.22%-220.1pp | 116.20%-111.1pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,460 | $3,720-60.8% | $3,168-53.9% | $4,663-68.7% |
| Participant deferral / active EE | $5,128 | $5,716-10.3% | $5,013+2.3% | $6,689-23.3% |
| Admin fee / account holder | $8,316 | $17,138-51.5% | $10,961-24.1% | $13,390-37.9% |