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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 | $167,195 | $99,994+67.2% | $146,643+14.0% | $85,847+94.8% |
| Participation rate | 61.5% | 73.1%-11.5pp | 80.1%-18.5pp | 69.3%-7.8pp |
| Annual return | 8.85% | 18.93%-10.1pp | 22.75%-13.9pp | 318.61%-309.8pp |
| Employer contribution / active EE | $1,543 | $2,559-39.7% | $4,137-62.7% | $2,565-39.8% |
| Participant deferral / active EE | $3,028 | $4,006-24.4% | $5,506-45.0% | $3,952-23.4% |
| Admin fee / account holder | $5,742 | $7,703-25.5% | $10,280-44.1% | $6,261-8.3% |