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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 | $161,441 | $95,453+69.1% | $112,040+44.1% | $82,448+95.8% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.5%-13.2pp | 68.1%-4.7pp |
| Annual return | 4.26% | 23.92%-19.7pp | 24.52%-20.3pp | 41.64%-37.4pp |
| Employer contribution / active EE | $1,690 | $2,318-27.1% | $2,954-42.8% | $2,551-33.8% |
| Participant deferral / active EE | $5,519 | $4,224+30.7% | $5,098+8.3% | $4,139+33.3% |
| Admin fee / account holder | $41,795 | $9,013+363.7% | $12,098+245.5% | $7,234+477.7% |