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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 | $171,001 | $65,364+161.6% | $92,909+84.1% | $72,975+134.3% |
| Participation rate | 52.9% | 68.3%-15.4pp | 76.0%-23.1pp | 69.5%-16.5pp |
| Annual return | 12.02% | 42.11%-30.1pp | 109.44%-97.4pp | 81.01%-69.0pp |
| Employer contribution / active EE | $1,499 | $2,594-42.2% | $3,653-59.0% | $2,440-38.6% |
| Participant deferral / active EE | $4,376 | $3,128+39.9% | $4,238+3.3% | $3,608+21.3% |
| Admin fee / account holder | $10,240 | $4,251+140.9% | $5,795+76.7% | $5,124+99.8% |