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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 | $171,571 | $95,406+79.8% | $185,849-7.7% | $85,847+99.9% |
| Participation rate | 58.7% | 68.8%-10.0pp | 81.7%-23.0pp | 69.3%-10.6pp |
| Annual return | 10.74% | 23.59%-12.9pp | 122.10%-111.4pp | 318.61%-307.9pp |
| Employer contribution / active EE | $1,277 | $3,314-61.4% | $5,169-75.3% | $2,565-50.2% |
| Participant deferral / active EE | $5,235 | $3,424+52.9% | $5,569-6.0% | $3,952+32.5% |
| Admin fee / account holder | $1,155 | $7,214-84.0% | $16,244-92.9% | $6,261-81.6% |