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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 | $160,043 | $111,785+43.2% | $93,669+70.9% | $145,877+9.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.91% | 203.79%-196.9pp | 133.59%-126.7pp | 551.28%-544.4pp |
| Employer contribution / active EE | $876 | $3,096-71.7% | $2,424-63.9% | $4,663-81.2% |
| Participant deferral / active EE | $2,801 | $4,919-43.1% | $4,416-36.6% | $6,691-58.1% |
| Admin fee / account holder | $2,292 | $10,256-77.6% | $8,291-72.4% | $13,402-82.9% |