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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 | $143,464 | $59,804+139.9% | $81,982+75.0% | $79,856+79.7% |
| Participation rate | 53.6% | 61.6%-8.1pp | 69.3%-15.7pp | 69.6%-16.1pp |
| Annual return | 10.24% | 17.56%-7.3pp | 41.31%-31.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $4,286 | $1,713+150.1% | $2,498+71.5% | $2,471+73.4% |
| Participant deferral / active EE | $1,748 | $2,695-35.1% | $3,722-53.0% | $3,741-53.3% |
| Admin fee / account holder | $24,394 | $4,288+468.9% | $5,665+330.6% | $5,306+359.7% |