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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 | $189,894 | $124,330+52.7% | $109,173+73.9% | $167,536+13.3% |
| Participation rate | 56.3% | 79.5%-23.2pp | 75.9%-19.6pp | 82.1%-25.9pp |
| Annual return | 9.47% | 26.04%-16.6pp | 25.75%-16.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,607 | $4,209-61.8% | $3,723-56.8% | $4,839-66.8% |
| Participant deferral / active EE | $4,389 | $5,256-16.5% | $4,654-5.7% | $6,342-30.8% |
| Admin fee / account holder | $1,913 | $7,974-76.0% | $6,755-71.7% | $12,315-84.5% |