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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 | $162,544 | $80,992+100.7% | $96,534+68.4% | $75,173+116.2% |
| Participation rate | 64.9% | 71.8%-6.9pp | 76.0%-11.1pp | 67.2%-2.3pp |
| Annual return | 11.70% | 27.05%-15.3pp | 25.88%-14.2pp | 160.72%-149.0pp |
| Employer contribution / active EE | $1,042 | $2,283-54.4% | $2,965-64.9% | $2,671-61.0% |
| Participant deferral / active EE | $3,422 | $3,929-12.9% | $4,851-29.5% | $4,126-17.1% |
| Admin fee / account holder | $36,132 | $6,717+437.9% | $8,253+337.8% | $5,651+539.4% |