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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 | $171,593 | $105,200+63.1% | $159,474+7.6% | $85,847+99.9% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.8%-17.0pp | 69.3%-3.5pp |
| Annual return | 11.99% | 45.08%-33.1pp | 263.68%-251.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $769 | $3,319-76.8% | $4,831-84.1% | $2,565-70.0% |
| Participant deferral / active EE | $7,653 | $5,946+28.7% | $7,353+4.1% | $3,952+93.6% |
| Admin fee / account holder | $5,668 | $6,934-18.3% | $10,802-47.5% | $6,261-9.5% |