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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 | $164,698 | $70,366+134.1% | $66,674+147.0% | $138,895+18.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 12.08% | 386.41%-374.3pp | 321.24%-309.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,933 | $2,765-30.1% | $2,620-26.2% | $4,194-53.9% |
| Participant deferral / active EE | $5,153 | $4,374+17.8% | $4,084+26.2% | $6,396-19.4% |
| Admin fee / account holder | $3,172 | $5,262-39.7% | $5,098-37.8% | $12,562-74.7% |