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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 | $165,629 | $183,592-9.8% | $155,567+6.5% | $145,959+13.5% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 4.52% | 61.24%-56.7pp | 64.74%-60.2pp | 561.95%-557.4pp |
| Employer contribution / active EE | $2,140 | $5,315-59.7% | $4,674-54.2% | $4,661-54.1% |
| Participant deferral / active EE | $5,265 | $6,464-18.5% | $5,628-6.4% | $6,689-21.3% |
| Admin fee / account holder | $2,323 | $19,318-88.0% | $15,916-85.4% | $13,398-82.7% |