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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 | $172,226 | $148,623+15.9% | $135,974+26.7% | $139,466+23.5% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 7.41% | 79.30%-71.9pp | 68.30%-60.9pp | 373.66%-366.3pp |
| Employer contribution / active EE | $2,049 | $5,246-61.0% | $4,859-57.8% | $4,754-56.9% |
| Participant deferral / active EE | $3,890 | $8,103-52.0% | $7,760-49.9% | $6,712-42.0% |
| Admin fee / account holder | $397 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |