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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 | $158,164 | $209,336-24.4% | $197,124-19.8% | $137,256+15.2% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 8.82% | 48.09%-39.3pp | 44.34%-35.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,307 | $6,591-49.8% | $6,227-46.9% | $4,156-20.4% |
| Participant deferral / active EE | $4,618 | $9,614-52.0% | $9,135-49.4% | $6,407-27.9% |
| Admin fee / account holder | $3,214 | $17,308-81.4% | $16,298-80.3% | $12,270-73.8% |