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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 | $155,711 | $110,379+41.1% | $102,412+52.0% | $145,884+6.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.16% | 24.84%-19.7pp | 24.94%-19.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,678 | $4,216-60.2% | $3,870-56.6% | $4,662-64.0% |
| Participant deferral / active EE | $5,151 | $5,622-8.4% | $5,060+1.8% | $6,690-23.0% |
| Admin fee / account holder | $25,457 | $9,745+161.2% | $8,388+203.5% | $13,392+90.1% |