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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 | $170,643 | $102,828+66.0% | $105,387+61.9% | $152,897+11.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.5%-15.8pp |
| Annual return | 11.48% | 20.85%-9.4pp | 26.82%-15.3pp | 345.43%-334.0pp |
| Employer contribution / active EE | $7,056 | $4,473+57.8% | $4,213+67.5% | $4,764+48.1% |
| Participant deferral / active EE | $2,900 | $5,465-46.9% | $5,502-47.3% | $5,851-50.4% |
| Admin fee / account holder | $2,406 | $8,683-72.3% | $6,559-63.3% | $11,599-79.3% |