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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 | $163,629 | $116,203+40.8% | $93,621+74.8% | $152,897+7.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 4.99% | 35.96%-31.0pp | 32.76%-27.8pp | 345.43%-340.4pp |
| Employer contribution / active EE | $1,040 | $3,219-67.7% | $2,719-61.7% | $4,764-78.2% |
| Participant deferral / active EE | $1,347 | $4,605-70.8% | $4,070-66.9% | $5,851-77.0% |
| Admin fee / account holder | $1,510 | $10,751-86.0% | $7,890-80.9% | $11,599-87.0% |