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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 | $147,662 | $102,429+44.2% | $147,096+0.4% | $80,925+82.5% |
| Participation rate | 56.8% | 75.9%-19.0pp | 82.2%-25.4pp | 67.7%-10.8pp |
| Annual return | 11.39% | 135.02%-123.6pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,229 | $3,716-66.9% | $4,936-75.1% | $2,756-55.4% |
| Participant deferral / active EE | $2,743 | $6,649-58.7% | $8,071-66.0% | $4,299-36.2% |
| Admin fee / account holder | $5,314 | $7,957-33.2% | $13,005-59.1% | $6,940-23.4% |