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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 | $167,852 | $97,125+72.8% | $86,233+94.6% | $137,256+22.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 3.66% | 74.19%-70.5pp | 61.39%-57.7pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,096 | $2,841-61.4% | $2,504-56.2% | $4,156-73.6% |
| Participant deferral / active EE | $1,595 | $5,180-69.2% | $4,559-65.0% | $6,407-75.1% |
| Admin fee / account holder | $12,787 | $9,725+31.5% | $8,342+53.3% | $12,270+4.2% |