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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 | $166,482 | $98,760+68.6% | $149,715+11.2% | $79,858+108.5% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.5%-62.5pp | 69.6%-49.6pp |
| Annual return | 7.10% | 27.43%-20.3pp | 276.66%-269.6pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,338 | $3,217-58.4% | $4,645-71.2% | $2,471-45.8% |
| Participant deferral / active EE | $2,627 | $5,681-53.8% | $6,842-61.6% | $3,740-29.8% |
| Admin fee / account holder | $30,303 | $6,053+400.6% | $9,310+225.5% | $5,306+471.1% |