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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 | $154,476 | $115,796+33.4% | $101,264+52.5% | $158,950-2.8% |
| Participation rate | 47.1% | 79.4%-32.3pp | 75.8%-28.7pp | 82.0%-34.9pp |
| Annual return | 4.10% | 56.15%-52.1pp | 46.48%-42.4pp | 302.91%-298.8pp |
| Employer contribution / active EE | $1,053 | $4,175-74.8% | $3,660-71.2% | $4,762-77.9% |
| Participant deferral / active EE | $2,141 | $4,958-56.8% | $4,370-51.0% | $5,983-64.2% |
| Admin fee / account holder | $2,167 | $7,247-70.1% | $5,947-63.6% | $11,248-80.7% |