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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 | $170,408 | $95,406+78.6% | $185,849-8.3% | $85,847+98.5% |
| Participation rate | 27.4% | 68.8%-41.4pp | 81.7%-54.3pp | 69.3%-41.9pp |
| Annual return | 8.57% | 23.59%-15.0pp | 122.10%-113.5pp | 318.61%-310.0pp |
| Employer contribution / active EE | $1,117 | $3,314-66.3% | $5,169-78.4% | $2,565-56.5% |
| Participant deferral / active EE | $1,714 | $3,424-49.9% | $5,569-69.2% | $3,952-56.6% |
| Admin fee / account holder | $1,089 | $7,214-84.9% | $16,244-93.3% | $6,261-82.6% |