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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 | $147,465 | $117,895+25.1% | $102,460+43.9% | $145,897+1.1% |
| Participation rate | 52.4% | 78.6%-26.3pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 7.84% | 31.92%-24.1pp | 29.47%-21.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,241 | $3,619-38.1% | $3,025-25.9% | $4,663-51.9% |
| Participant deferral / active EE | $3,330 | $5,736-41.9% | $5,056-34.1% | $6,689-50.2% |
| Admin fee / account holder | $4,858 | $13,353-63.6% | $9,460-48.6% | $13,390-63.7% |