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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 | $157,720 | $106,864+47.6% | $147,318+7.1% | $82,637+90.9% |
| Participation rate | 46.8% | 75.5%-28.7pp | 82.1%-35.3pp | 68.1%-21.3pp |
| Annual return | 14.13% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,252 | $3,417-63.4% | $4,593-72.7% | $2,552-50.9% |
| Participant deferral / active EE | $4,328 | $6,496-33.4% | $7,906-45.3% | $4,126+4.9% |
| Admin fee / account holder | $5,140 | $8,415-38.9% | $13,708-62.5% | $7,339-30.0% |