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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 | $154,429 | $185,883-16.9% | $170,043-9.2% | $139,466+10.7% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 8.01% | 60.54%-52.5pp | 53.40%-45.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,862 | $7,596-75.5% | $6,790-72.6% | $4,754-60.8% |
| Participant deferral / active EE | $10,000 | $11,626-14.0% | $10,410-3.9% | $6,712+49.0% |
| Admin fee / account holder | $3,104 | $15,393-79.8% | $12,824-75.8% | $11,409-72.8% |