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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 | $108,882+54.2% | $96,754+73.5% | $154,746+8.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 3.66% | 98.39%-94.7pp | 82.04%-78.4pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,096 | $3,018-63.7% | $2,679-59.1% | $4,379-75.0% |
| Participant deferral / active EE | $1,595 | $5,323-70.0% | $4,758-66.5% | $6,730-76.3% |
| Admin fee / account holder | $12,787 | $10,200+25.4% | $8,905+43.6% | $14,365-11.0% |