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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 | $164,462 | $150,435+9.3% | $120,580+36.4% | $145,897+12.7% |
| Participation rate | 47.6% | 78.8%-31.2pp | 72.0%-24.3pp | 80.3%-32.7pp |
| Annual return | 7.04% | 154.60%-147.6pp | 107.48%-100.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,846 | $4,352-57.6% | $3,469-46.8% | $4,663-60.4% |
| Participant deferral / active EE | $3,877 | $6,174-37.2% | $4,995-22.4% | $6,689-42.0% |
| Admin fee / account holder | $1,472 | $12,182-87.9% | $9,418-84.4% | $13,390-89.0% |