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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 | $117,846+25.1% | $102,434+44.0% | $145,884+1.1% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 7.84% | 31.90%-24.1pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,241 | $3,615-38.0% | $3,023-25.9% | $4,662-51.9% |
| Participant deferral / active EE | $3,330 | $5,733-41.9% | $5,055-34.1% | $6,690-50.2% |
| Admin fee / account holder | $4,858 | $13,356-63.6% | $9,462-48.7% | $13,392-63.7% |