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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 | $163,517 | $102,422+59.7% | $147,117+11.1% | $80,959+102.0% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 8.13% | 135.16%-127.0pp | 420.54%-412.4pp | 35.67%-27.5pp |
| Employer contribution / active EE | $2,038 | $3,717-45.2% | $4,932-58.7% | $2,757-26.1% |
| Participant deferral / active EE | $4,909 | $6,652-26.2% | $8,065-39.1% | $4,300+14.2% |
| Admin fee / account holder | $4,174 | $7,953-47.5% | $12,993-67.9% | $6,925-39.7% |