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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 | $176,112 | $72,071+144.4% | $68,368+157.6% | $137,256+28.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 4.17% | 353.14%-349.0pp | 292.57%-288.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $1,655 | $2,788-40.6% | $2,649-37.5% | $4,156-60.2% |
| Participant deferral / active EE | $5,302 | $4,410+20.2% | $4,123+28.6% | $6,407-17.2% |
| Admin fee / account holder | $4,513 | $5,336-15.4% | $5,150-12.4% | $12,270-63.2% |