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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 | $162,334 | $105,145+54.4% | $94,664+71.5% | $139,466+16.4% |
| Participation rate | 25.0% | 82.4%-57.4pp | 80.8%-55.8pp | 80.3%-55.3pp |
| Annual return | 11.86% | 38.09%-26.2pp | 156.84%-145.0pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,800 | $4,107-56.2% | $3,673-51.0% | $4,754-62.1% |
| Participant deferral / active EE | $4,361 | $7,599-42.6% | $7,417-41.2% | $6,712-35.0% |
| Admin fee / account holder | $2,057 | $8,972-77.1% | $7,222-71.5% | $11,409-82.0% |