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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 | $223,823-29.3% | $211,142-25.1% | $154,746+2.2% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 8.82% | 50.39%-41.6pp | 46.84%-38.0pp | 172.34%-163.5pp |
| Employer contribution / active EE | $3,307 | $6,787-51.3% | $6,442-48.7% | $4,379-24.5% |
| Participant deferral / active EE | $4,618 | $9,750-52.6% | $9,284-50.3% | $6,730-31.4% |
| Admin fee / account holder | $3,214 | $19,707-83.7% | $19,076-83.2% | $14,365-77.6% |