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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 | $160,771 | $110,379+45.7% | $102,412+57.0% | $145,884+10.2% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 7.89% | 24.84%-16.9pp | 24.94%-17.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,672 | $4,216-60.3% | $3,870-56.8% | $4,662-64.1% |
| Participant deferral / active EE | $5,758 | $5,622+2.4% | $5,060+13.8% | $6,690-13.9% |
| Admin fee / account holder | $14,105 | $9,745+44.7% | $8,388+68.2% | $13,392+5.3% |