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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 | $165,390 | $183,516-9.9% | $155,534+6.3% | $145,884+13.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.20% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,842 | $5,315-65.3% | $4,675-60.6% | $4,662-60.5% |
| Participant deferral / active EE | $5,714 | $6,467-11.6% | $5,630+1.5% | $6,690-14.6% |
| Admin fee / account holder | $3,588 | $19,293-81.4% | $15,900-77.4% | $13,392-73.2% |