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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 | $165,619 | $112,131+47.7% | $95,964+72.6% | $158,982+4.2% |
| Participation rate | 29.4% | 79.0%-49.6pp | 77.1%-47.7pp | 82.0%-52.6pp |
| Annual return | 5.26% | 171.19%-165.9pp | 91.64%-86.4pp | 302.99%-297.7pp |
| Employer contribution / active EE | $2,026 | $3,199-36.7% | $2,541-20.3% | $4,763-57.5% |
| Participant deferral / active EE | $5,367 | $4,784+12.2% | $4,167+28.8% | $5,983-10.3% |
| Admin fee / account holder | $1,695 | $10,136-83.3% | $6,797-75.1% | $11,252-84.9% |