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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 | $147,237 | $124,346+18.4% | $111,306+32.3% | $167,553-12.1% |
| Participation rate | 63.2% | 79.6%-16.5pp | 77.3%-14.2pp | 82.1%-19.0pp |
| Annual return | 8.11% | 37.46%-29.3pp | 54.67%-46.6pp | 478.89%-470.8pp |
| Employer contribution / active EE | $1,618 | $3,438-52.9% | $2,732-40.8% | $4,840-66.6% |
| Participant deferral / active EE | $4,140 | $5,182-20.1% | $4,488-7.7% | $6,343-34.7% |
| Admin fee / account holder | $2,648 | $10,623-75.1% | $7,966-66.8% | $12,316-78.5% |