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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 | $169,263 | $72,071+134.9% | $68,368+147.6% | $137,256+23.3% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 7.49% | 353.14%-345.7pp | 292.57%-285.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,485 | $2,788-46.7% | $2,649-43.9% | $4,156-64.3% |
| Participant deferral / active EE | $2,203 | $4,410-50.0% | $4,123-46.6% | $6,407-65.6% |
| Admin fee / account holder | $2,500 | $5,336-53.1% | $5,150-51.5% | $12,270-79.6% |