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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 | $150,346+9.4% | $120,524+36.5% | $145,877+12.7% |
| Participation rate | 47.6% | 78.8%-31.2pp | 71.9%-24.3pp | 80.3%-32.7pp |
| Annual return | 7.04% | 154.40%-147.4pp | 107.36%-100.3pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,846 | $4,353-57.6% | $3,469-46.8% | $4,663-60.4% |
| Participant deferral / active EE | $3,877 | $6,172-37.2% | $4,994-22.4% | $6,691-42.0% |
| Admin fee / account holder | $1,472 | $12,215-87.9% | $9,440-84.4% | $13,402-89.0% |