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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 | $159,972 | $101,798+57.1% | $165,071-3.1% | $80,935+97.7% |
| Participation rate | 58.3% | 71.8%-13.5pp | 78.6%-20.3pp | 67.7%-9.3pp |
| Annual return | 8.50% | 16.73%-8.2pp | 70.17%-61.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,719 | $2,954-41.8% | $4,347-60.5% | $2,757-37.7% |
| Participant deferral / active EE | $2,450 | $4,476-45.3% | $6,035-59.4% | $4,299-43.0% |
| Admin fee / account holder | $2,159 | $8,221-73.7% | $12,695-83.0% | $6,924-68.8% |