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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 | $160,383 | $89,259+79.7% | $107,187+49.6% | $82,637+94.1% |
| Participation rate | 55.3% | 67.9%-12.7pp | 75.0%-19.8pp | 68.1%-12.8pp |
| Annual return | 8.23% | 21.02%-12.8pp | 204.55%-196.3pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,090 | $3,080-64.6% | $3,782-71.2% | $2,552-57.3% |
| Participant deferral / active EE | $4,362 | $4,037+8.0% | $5,096-14.4% | $4,126+5.7% |
| Admin fee / account holder | $1,394 | $7,381-81.1% | $9,162-84.8% | $7,339-81.0% |