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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 | $167,487 | $117,895+42.1% | $102,460+63.5% | $145,897+14.8% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 7.76% | 31.92%-24.2pp | 29.47%-21.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,577 | $3,619-28.8% | $3,025-14.8% | $4,663-44.7% |
| Participant deferral / active EE | $4,944 | $5,736-13.8% | $5,056-2.2% | $6,689-26.1% |
| Admin fee / account holder | $1,614 | $13,353-87.9% | $9,460-82.9% | $13,390-87.9% |